<div id="readability-page-1"><div><ul> <li>In recent days, Advanced Micro Devices announced the appointment of Emily Ellis as Corporate Vice President and Chief Accounting Officer, while partners such as 4D Path highlighted new AI oncology deployments using AMD EPYC CPUs on Oracle Cloud Infrastructure and OpenAI secured access to up to 6 gigawatts of AMD chips via a warrant-linked supply deal.</li> <li>Taken together with upcoming Ryzen and Helios launches, these developments underscore how AMD is deepening its role as a core AI infrastructure supplier across cloud, healthcare, and hyperscale customers.</li> <li>Against this backdrop, we’ll examine how the OpenAI chip-supply and warrant deal could reshape AMD’s multiyear AI data center investment narrative.</li> </ul><p>AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</p><h2>Advanced Micro Devices Investment Narrative Recap</h2><p>To own AMD today, you have to believe its AI data center push and broader high performance roadmap can justify premium expectations despite fast shifting sentiment. The OpenAI chip supply and warrant deal is arguably the key near term catalyst, while crowding in AI trade favorites and tightening financial conditions around data center build outs look like the biggest current risks. The latest governance and customer updates do not materially change that risk reward balance.</p> <p>Among the recent announcements, the OpenAI agreement for up to 6 gigawatts of AMD compute and roughly 10 percent warrant coverage stands out as most relevant. It directly reinforces the AI infrastructure narrative behind Helios and Instinct, while also tying AMD’s fortunes more closely to a single, very visible customer at a time when questions about AI investment pacing and export rules are front of mind.</p> <p>Yet while AI enthusiasm is high, investors should also be aware that export controls and hyperscaler in house chips could...</p> <p>Read the full narrative on Advanced Micro Devices (it's free!)</p><p>Advanced Micro Devices’ narrative projects $46.2 billion revenue and $9.0 billion earnings by 2028. This requires 18.5% yearly revenue growth and an earnings increase of about $6.8 billion from $2.2 billion today.</p><p>Uncover how Advanced Micro Devices' forecasts yield a $283.57 fair value, a 43% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/57364f63-e1c6-49b0-8837-5f683a25be11/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/57364f63-e1c6-49b0-8837-5f683a25be11/chart/quote-price"/><figcaption>AMD 1-Year Stock Price Chart</figcaption></figure> <p>Some of the lowest case analysts were assuming AMD’s revenue would grow about 14.8 percent annually to roughly US$44.8 billion, even before this OpenAI deal raised fresh questions about export risks and rising in house competition, so it is worth comparing their more cautious view with the consensus story.</p><p>Explore 118 other fair value estimates on Advanced Micro Devices - why the stock might be worth as much as 89% more than the current price!</p><h2>Build Your Own Advanced Micro Devices Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Advanced Micro Devices research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.</li><li>Our free Advanced Micro Devices research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Advanced Micro Devices' overall financial health at a glance.</li></ul><h2>Looking For Alternative Opportunities?</h2><p>Every day counts. These free picks are already gaining attention. See them before the crowd does:</p><ul><li>Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.</li><li>Trump has pledged to &#34;unleash&#34; American oil and gas and these 22 US stocks have developments that are poised to benefit.</li><li>The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p><p>Get the investor briefing before the next round of contracts</p><p><span>Sponsored On Behalf of CiTech</span></p></div></div></div>

AMDL

<p>AMD is expanding its AI partnerships, notably with OpenAI, which secured access to up to 6 gigawatts of AMD chips. This move, along with new AI deployments and upcoming product launches, highlights AMD's growing role in AI infrastructure across various sectors. The OpenAI deal is a key catalyst for AMD's AI data center strategy, despite risks like export controls and competition. AMD projects significant revenue and earnings growth by 2028, with a fair value estimate suggesting a 43% upside to its current stock price.</p>

- Advanced Micro Devices (AMD) appointed Emily Ellis as Corporate Vice President and Chief Accounting Officer while expanding its role in AI infrastructure with significant partnerships and upcoming product launches.  
- The OpenAI agreement allows access to 6 gigawatts of AMD chips, reinforcing its AI infrastructure narrative amid concerns about export risks and competition from in-house chips.  
- Analysts project AMD's revenue growth to $46.2 billion by 2028, highlighting vulnerabilities alongside potential upsides, while emphasizing a cautious investment environment with varying fair value estimates.

Is AMD’s (AMD) Expanding AI Partnerships Quietly Redefining Its Long‑Term Data Center Strategy?