Stock Pulse
AMD demonstrated strong Q4 2024 revenue growth, particularly in data centers and client segments, driven by AI accelerator demand [9]. While Q1 2025 sales are forecasted to decline, analysts project significant long-term growth, with a potential 124% stock upside based on capturing double-digit data center GPU market share by 2028 [3]. The company is raising $1.5 billion in senior notes to fund its acquisition of ZT Systems, focusing on AI and compute infrastructure, but increasing its debt load [11]. Intel’s new CEO appointment might increase competition for AMD [4], [6], while potential involvement in a consortium with TSMC, Nvidia, and Broadcom regarding Intel’s foundry business remains speculative [1], [8]. Despite near-term headwinds, analysts remain positive about AMD's growth trajectory, citing strong fundamentals and growth potential in the AI market [3], [5].