In 2025, Advanced Micro Devices (AMD) outperformed rival Nvidia, with AMD shares rising approximately 77% compared to Nvidia’s 39% gain. A significant factor in AMD’s growth was a multi-year agreement with OpenAI to deploy 6 gigawatts of AMD GPUs in its AI infrastructure. AMD’s stock was trading around $250 per share in mid-January 2026, reflecting strong momentum driven by its data center segment, which generated $4.3 billion in Q3 2025, a 22% increase year-over-year.
Looking ahead, AMD’s forecast projects over 60% compound annual growth rate (CAGR) in data center revenue, with its MI300 series accelerators gaining traction among key hyperscalers. The upcoming Q4 2025 earnings report, scheduled for February 3, 2026, anticipates a 26% revenue increase to $9.65 billion and an earnings-per-share estimate of $1.32, representing a 21.1% year-over-year improvement.
