Quick Read – AMD holds just 5% of hyperscaler AI spend today, with multi-gigawatt commitments from Microsoft and Meta driving a projected 20% share by 2028. – AMD’s 95% net income surge and four consecutive record server CPU quarters signal it’s taking share directly from Intel,…
t just trailing NVIDIA. – Lisa Su outlined a path to $20-plus EPS, backed by free cash flow surging 253% and Q2 guidance pointing to 46% revenue growth. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn’t make the cut. Grab the names FREE today
I keep hitting the buy button on AMD (NASDAQ:AMD) because the projections analysts were sketching a year ago are showing up in the filings, in the customer names, and in the cash flow. Every quarter I tell myself I have enough. Every quarter I add more.
The Thesis I Cannot Shake AMD currently captures just 5% to 7% of global hyperscaler AI accelerator spend, and Wall Street projects that share will expand to 20% to 25% between 2027 and 2028. What convinced me the arithmetic will actually happen is the Helios rack-scale platform, integrating 72 Instinct MI455X GPUs, 6th-Gen EPYC Venice CPUs, and UALink open networking. That turns AMD from a chip vendor into a full-stack system supplier, which is what hyperscalers buy.