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In September 2025, a series of high-profile collaborations were announced featuring AMD’s technology, including VDURA’s scalable GPU reference architecture, Mission’s AWS CPU instance optimizations, Absci’s AI-driven drug discovery initiatives, and Exostellar’s GPU-agnostic orchestration platform, all integrating AMD Instinct and EPYC processors for enterprise cloud, AI, and HPC applications.
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These partnerships underscore AMD’s increasing traction in AI, cloud, and high-performance computing, highlighting its growing relevance to both infrastructure providers and next-generation application developers seeking scale, performance, and efficiency.
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We’ll examine how these recent technology partnerships reinforce AMD’s investment narrative by broadening its reach across AI, cloud, and HPC markets.
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To be an AMD shareholder today, you have to believe the company can continue turning strong momentum in AI and data center chips into sustained growth, even as competition and regulatory risks remain significant. The recent wave of partnerships, especially with VDURA, Mission, Absci, and Exostellar, signal AMD’s traction in key markets, but don’t fundamentally alter the biggest catalyst: execution and ramp-up in AI/data center, nor do they remove the main risk posed by intensifying competition and global tech policy shifts.
Among the recent announcements, VDURA’s scalable GPU reference architecture stands out. Its adoption in a federal AI supercluster shows demand for AMD Instinct accelerators driving enterprise and government workloads. This strengthens AMD’s investment case in the AI and HPC sector, offering tangible evidence that the company remains a top contender for high-value, mission-critical deployments.
Yet, despite this show of strength, investor attention needs to remain on…
Read the full narrative on Advanced Micro Devices (it’s free!)
Advanced Micro Devices’ narrative projects $46.2 billion in revenue and $9.0 billion in earnings by 2028. This requires 18.5% yearly revenue growth and a $6.8 billion increase in earnings from $2.2 billion today.
Uncover how Advanced Micro Devices’ forecasts yield a $184.67 fair value, a 17% upside to its current price.
Contrast that with the most pessimistic analyst forecasts, which were expecting AMD revenue to grow just 14.8 percent annually and warned that export restrictions could sharply limit future growth. These lower-end opinions highlight that not everyone sees the path so clearly, and the latest news could shift those expectations, giving you more perspectives to weigh as you make your own call.