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Advanced Micro Devices, Inc. (AMD) has reported a significant year-to-date stock appreciation of over 100%, reaching near record highs above $260, and a market cap exceeding $400 billion. This surge is attributed to the company’s expanding presence in the semiconductor and AI industries, bolstered by a multi-year GPU partnership with OpenAI to deploy 6 gigawatts of GPU infrastructure, marking one of the largest AI compute deployments to date.
For Q3 2025, AMD forecasts revenue between $8.4 to $8.8 billion, a nearly 30% increase year-over-year, driven primarily by AI and data center demand. The company’s growth is positioned against competitors like NVIDIA, with consensus projections anticipating revenue increases to over $33 billion for 2025 and $40 billion for 2026, reflecting AMD’s rising share in hyper-scale projects and advanced computing solutions.
Additionally, recent analyst upgrades have raised AMD’s price targets significantly, with HSBC increasing its price target from $185 to $310, while Bank of America set a target of $300, citing strong visibility into upcoming AI hardware deployments and continued demand from key clients including Oracle and Meta Platforms.
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