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AMD's hyperscaler deals, Azure partnership and long streak of EPS beats highlight why the chipmaker is drawing attention as AI demand fuels growth.
AMD has launched its Helios AI rack server platform, directly targeting the same rack-scale AI infrastructure segment as NVIDIA. The new AMD platform is being rolled out with agreements from major industry players that intend to deploy Helios in upcoming AI data center builds. This development introduces a fresh competitive threat to NVIDIA's AI rack systems, with potential implications for how large customers allocate future AI infrastructure spending. NVIDIA, traded as NasdaqGS:NVDA, now...
The chipmaker is forecasting rapid growth from its data center business, but owning a piece of that future comes at a steep price and with significant execution risk.
The latest trading day saw Advanced Micro Devices (AMD) settling at $503.57, representing a +1.58% change from its previous close.
AMD shares popped today as Microsoft announced an expanded partnership with the chipmaker. Here’s what the deal really means for AMD stock in the back half of 2026.
Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss AMD (AMD) new Helios AI rack server platform and how the chipmaker is ramping up its challenge to AI leader Nvidia (NVDA).
AMD's numerous long-term deployment deals with tech giants mean that its double-digit revenue growth will continue well into the future.
AMD Scores Major Microsoft AI Win. The Stock Is Climbing.
Nvidia just posted 85% revenue growth and raised its buyback to $80 billion, yet the stock sits 28% below its 52-week high and Wall Street is split on whether the AI trade has legs. Our proprietary model puts a hard number on where NVDA lands by year-end, and it will surprise bulls and bears alike.
Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3% in the morning session after the company announced an expanded partnership with Microsoft to deploy its next-generation hardware for artificial intelligence model inference on Microsoft Azure. As part of the agreement, Microsoft planned to deploy the AMD Helios Rackscale Solution, a system that combined AMD's processing chips with networking and software in an open platform, to power its AI workloads. The positive sentiment was furthe
AMD stock rose more than 3% on Monday.
Shares of the Chipmaker Are Rising to Start the Week
The rack-scale system already has Meta, OpenAI and Oracle committed
Microsoft plans to deploy AMD's Helios platform across Azure for large-scale AI workloads.
Palantir bears have called the stock overvalued at every step, yet the company keeps silencing them with results that strain credibility. After eight straight earnings beats and a dramatic guidance raise, our model lands on a price target that may surprise both sides of the debate.
Jefferies Sees Major AMD AI Catalyst as Customer Announcements Loom
Microsoft Corp (NASDAQ:MSFT) and Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) have announced an expanded strategic partnership focused on deploying AMD’s next-generation AI infrastructure across Microsoft Azure, including the rollout of AMD’s Helios rack-scale systems to support...
A surprise lease announcement just sent one battered energy infrastructure stock soaring 10% while dragging its crypto mining peers along for the ride, even as Bitcoin itself slipped lower.
AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.
The expanded partnership also includes new Azure virtual machines powered by AMD's latest EPYC processors and a broader rollout of AMD networking technology across Microsoft's cloud infrastructure.
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