AMD clears fresh AI server milestone, shares reflect brisk data center demand

By Julia Schmitt, Sector & Peer Group desk. Reviewed prior to publication on 2026-06-26, 13:16.

Advanced Micro Devices, Inc. (US0079031078) is seeing robust interest in its MI300 AI accelerator platform, with several market commentators highlighting strong data center demand and rising revenue expectations for 2025. The stock trades on the Nasdaq, where chipmakers have been at the center of a broader semiconductor rally according to recent Wall Street market reports. A Reuters market wrap on the chip-led gains

Analysts focus on AMD AI momentum

Over the past days, analyst and market commentary has underscored AMD's growing position in artificial intelligence hardware, particularly with the MI300 series competing against Nvidia's H100 and Blackwell architectures in data center deployments. Several sell-side research notes published in June flagged stronger-than-expected customer interest in AMD's accelerators, leading to higher 2025 sales forecasts in their models, even if precise numbers vary from house to house. MSN Money citing improved chip outlook from analysts

Against this backdrop, international investors increasingly compare AMD's valuation and growth profile with Nvidia and Intel, as all three are key suppliers to cloud operators such as Microsoft, Alphabet and Amazon that are investing heavily in AI infrastructure. The focus, as highlighted by several broker commentaries, lies on how quickly AMD can scale MI300 shipments and win incremental share in high-performance computing, which is considered a long-duration growth vector for the semiconductor sector.

Friday view on AMD shares and peers

On this Friday, AMD shares are discussed in connection with the broader semiconductor trade, where indices such as the Nasdaq-100 have been influenced heavily by large-cap chip stocks over recent sessions. In market coverage, commentators noted that chipmakers benefited from upbeat guidance and demand signals from the sector, even as some tech megacaps saw more mixed share price moves on the previous trading day. A Wall Street recap pointing to upbeat chip outlook

Peer comparison remains central, with Nvidia often used as the benchmark for AI-related earnings power and valuation, while AMD is viewed by many analysts as a potential beneficiary of customers seeking diversified sourcing for accelerators. Intel, in turn, is working on its own Gaudi AI chips, illustrating how competition across the sector may shape pricing and margins over the coming years. For retail investors, the interplay between these three names is a recurring theme in broker strategy notes.

The product behind AMD revenue growth

AMD's AI-focused data center revenue today is closely tied to the MI300 family of accelerators, which bundle GPU and CPU capabilities for high-performance computing workloads. These chips target training and inference tasks in large-language models and complex simulations, where customers demand high throughput and energy efficiency. The company positions MI300 as a platform for cloud providers and enterprises building AI services and scientific computing solutions.

Where the AMD stock trades today

AMD shares trade on the Nasdaq in New York, with the most recent indicative quote around the low three-digit dollar range per share, as reported on major U.S. exchange data pages on June 26, 2026, in U.S. dollars.

This article was produced with AI assistance and editorially reviewed. Price and company figures without guarantee; prices and dates may change at short notice. No investment advice, no buy or sell recommendation. Stock-market transactions carry risks up to and including total loss.