Analyst After Advanced Micro Devices (AMD)-OpenAI Deal: ‘Where’s This Capital Coming From?’

Group 1 - Advanced Micro Devices, Inc. (NASDAQ:AMD) is highlighted as a trending stock amid concerns about a potential AI bubble, with significant reliance on OpenAI for capital spending [1] - The company designs and manufactures semiconductors, including CPUs and GPUs, and is expected to improve its market share in AI applications by 2027, potentially matching NVIDIA [2] - Hyperscale customers may increasingly dual-source high-end chips, leading to larger revenue and profit gains for AMD than currently anticipated [3] Group 2 - The investment community expresses mixed views on AMD, suggesting that while it has potential, other AI stocks may offer higher returns with limited downside risk [3]