Instinct GPUs Anchor AMD-META Deal: What's Ahead for AMD Stock?

Key Takeaways AMD inks 6-GW MI450 deal with Meta, expanding AI and EPYC CPU partnership. Helios wins backing from OpenAI, HPE, Lenovo and OCI for AI superclusters. AMD targets $1T data center TAM by 2030, forecasting 80% AI revenue CAGR. Advanced Micro Devices’ (AMD) data center AI business has been driven by strong demand for Instinct MI350 series and MI300 series GPUs. Prospects are expected to accelerate with the upcoming MI450 series, which forms the crux of the 6-gigawatt (GWs) deal inked between AMD a ...