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Advanced Micro Devices (AMD) reported record revenues of $7.7 billion in Q2 2025, marking a 32% year-over-year increase, fueled by strong demand for its EPYC processors and MI350 series GPUs. AMD’s strategic investments and product advancements position it as a significant player in the AI infrastructure market.
The company’s partnerships, including a collaboration with Oracle to build a 27,000-node AI cluster and a global partnership with Cohere for AI services, further enhance its footprint in the AI domain. AMD’s share price has risen 33.1% year-to-date but underperformed against the Zacks Computer-Integrated Systems industry’s 41.3% increase.
AMD’s forecasted earnings for 2025 are pegged at $3.95 per share, reflecting a 19.34% year-over-year growth. Despite its gains, AMD faces stiff competition from NVIDIA and Intel, who are also expanding in the AI infrastructure space.
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