Nvidia CEO Jensen Huang has projected that AI infrastructure spending will reach $3 trillion to $4 trillion by the end of the decade. After a slate of multiyear, multi-gigawatt deals between OpenAI with AMD,

In other words, it is possible to be more confident about the company's continued operational momentum for the rest of the year, as Dr. Lisa Su (AMD's CEO) mentioned in the earnings release: "Our record third quarter performance and strong fourth quarter guidance marks a clear step up in our growth trajectory as our expanding compute franchise and rapidly scaling data center AI business drive significant revenue and earnings growth.

Advanced Micro Devices ( AMD +7.63%) hasn't fared well in the artificial intelligence (AI) race so far. It has been beaten out by one of its rivals, Nvidia ( NVDA +2.26%). Nvidia has captured a huge chunk of the AI computing market, with AMD only being around as a much cheaper alternative. Almost nobody was using AMD's platform.

Big Tech earnings results show demand for AI compute is outstripping supply, and the willingness to spend bodes well for Nvidia, AMD and Broadcom, a Cantor analyst says.

While this deal is important for AMD, what it really signaled was that a leading generative AI company plans on using AMD's hardware. That's a big deal, as AMD's technology has always been seen as a downgrade from Nvidia.

In fact, I'm going to make the bold prediction that AMD will have a higher market cap than Broadcom ( AVGO 1.82%) by the end of 2030.

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Advanced Micro Devices, Inc. partners with OpenAI in a landmark AI deal, boosting growth prospects and challenging Nvidia. Click here for my AMD stock update.

Advanced Micro Devices said Tuesday its revenue rose 36% to $9.2 billion in the third quarter, beating its earlier projection by 8 percentage points. But AMD also projected revenue in the current quarter would rise 25% to $9.

Advanced Micro Devices (NASDAQ:AMD) stock is having a pretty easy time outperforming Nvidia (NASDAQ:NVDA) so far this year, with an impressive 95% gain year to date versus just 31% for NVDA stock. Indeed,

AMD has posted its Q3 2025 financial results, with its Gaming revenue soaring by a massive 181% thanks to 'strong demand' for Radeon GPUs.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer had in this week’s game plan. Cramer highlighted the company’s competition with NVIDIA, as he stated: “After the close, we have two huge winners so far this year,