AMD взлетела на прогнозе $11.2 млрд благодаря буму AI-чипов

AMD, Nvidia's main competitor in the artificial intelligence chip segment, soared to record levels after publishing its second-quarter revenue forecast.

Numbers above expectations AMD forecasts revenue of $11.2 billion plus or minus $300 million for Q2.

The consensus forecast from analysts, compiled from more than one hundred estimates, was at $10.5 billion. A difference of nearly seven percent — a significant beat that reflected in the stock price. Against the backdrop of the report, the price soared to a new all-time high.

Cloud centers demand chips

All the growth came from data center — the segment that serves cloud infrastructure. Amazon Web Services, Microsoft Azure, and Google Cloud are ramping up capacity for deploying AI applications. ChatGPT, Claude, Gemini and other large language models require enormous computing resources both for training and for serving user requests. Each cloud provider seeks not only to have capacity, but to have more and cheaper than competitors. That's why they invest in GPUs and specialized accelerators. AMD becomes an attractive alternative to Nvidia, which holds more than 80% of the market for high-performance AI chips. Due to Nvidia chip scarcity and waiting lists, cloud giants are switching to AMD solutions.

Demand drivers across the chain *

Cloud providers are building new data centers and modernizing existing ones Companies are deploying generative AI for internal tasks and customer services Corporations are rolling out their own language models instead of buying ready-made APIs Competition between giants in the AI race is fueling spending on hardware Nvidia's tight chip supply is pushing competitors to switch to AMD ## What it means For AMD, this is validation of investments in AI architectures and proof of ability to take share from Nvidia. For investors — confirmation that demand for computing power isn't going away, the AI wave continues. Nvidia's monopoly remains strong, but no longer absolute.