AMD, the second-largest data-center GPU vendor by market share, locked in a potential $100 billion deal with OpenAI late last year; Microsoft, Meta, and Oracle have also announced plans to buy AMD chips. The agreement could materially expand AMD's data-center TAM and revenue visibility, reinforcing its competitive position in AI infrastructure and acting as a significant catalyst for the stock and sector.
AMD, the second-largest data-center GPU vendor by market share, locked in a potential $100 billion deal with OpenAI late last year; Microsoft, Meta, and Oracle have also announced plans to buy AMD chips. The agreement could materially expand AMD's data-center TAM and revenue visibility, reinforcing its competitive position in AI infrastructure and acting as a significant catalyst for the stock and sector.
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