Advanced Micro Devices (AMD) introduced its “AI Everywhere, for Everyone” strategy at CES 2026, launching the Helios rack-scale platform, Instinct MI400 series, and Ryzen AI 400 and AI PRO 400 Series processors. These products aim to enhance AMD’s footprint in AI-powered data centers and high-performance computing, directly competing with NVIDIA, Broadcom, and Intel.
AMD’s stock has surged 75.8% in the past year, compared to a 25.3% return for the Zacks Computer and Technology sector. In the same period, Intel’s shares increased by 101.1%, while NVIDIA and Broadcom posted returns of 34% and 50.2%, respectively. AMD’s projections indicate its data center AI revenues are expected to grow at over 80% CAGR over the next 3–5 years, and the total addressable market for data centers could reach $1 trillion by 2030.
The company also highlighted its upcoming Helios platform, capable of delivering up to 3 AI exaflops, and unveiled its new MI440X and MI430X accelerators for enterprise AI. Partners such as Oracle Cloud Infrastructure will utilize AMD’s technology for upcoming AI superclusters, with the MI300 series gaining traction among developers. The Zacks Consensus Estimate anticipates AMD’s revenues will reach $43.05 billion in 2026, showing a growth of 26.9% from 2025.
