AMD
Advanced Micro Devices (NASDAQ: AMD) jumped roughly 12% after Anthropic agreed to deploy up to 2 gigawatts...
Article Summary
BUY- Advanced Micro Devices (NASDAQ: AMD) jumped roughly 12% after Anthropic agreed to deploy up to 2 gigawatts of AMD's Instinct MI450 GPUs and AMD will invest up to $5 billion in Claude maker.
- Anthropic is AMD's third gigawatt-scale AI customer in nine months after OpenAI and Meta, but this deal is much cheaper for AMD as Anthropic will run AMD's Helios rack systems combining InstinctMI455X GPUs, EPYC Venice CPUs, Pensando networking, and ROCm software, with the first Gigawatt arriving in the first half of 2027.
- The partnership already uses AMD's older MI355X chips, so the partnership is not new, but Claude will tune workloads for AMD chips and speed up R OCm, which still trails Nvidia's CUDA software.
- Advanced Micro Devices pledged over $100 billion in AWS spending over 10 years for Amazon's Trainium chips and trains on Google's tensor processing units (TPUs) and Nvidia GPUs, supporting wider semiconductor stocks bull case.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 35.0% | 25% | 85.0 ptsExcellent (35.0%) - Strong growth |
| EPS Growth Next 5Y ? | 64.3% | 25% | 100.0 ptsExceptional (64.3%) - Very high expectations |
| Target Price Upside ? | 0.9% | 20% | 10.0 ptsNear/At Target (0.9%) - Target: $547.18 vs Current: $552.33 |
| Gross Margin % ? | 47.1% | 15% | 60.0 ptsSolid (47.1%) - Decent margins |
| Drawdown from 52-Wk High ? | -5.5% | 15% | 20.0 ptsBarely a Dip (-5.5%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About AMD
- Advanced Micro Devices, Inc. operates as a semiconductor company internationally.
- It operates in three segments: Data Center, Client and Gaming, and Embedded.
- The company offers artificial intelligence (AI) accelerators, microprocessors, and graphics processing units (GPUs) as standalone devices or as incorporated into accelerated processing units, chipsets, and data center and professional GPUs; and embedded processors and semi-custom system-on-chip (SoC) products, microprocessor and SoC development services and technology, data processing units, field programmable gate arrays (FPGA), system on modules, AI network interface cards, and adaptive SoC products.
- It provides processors under the AMD Ryzen, AMD Ryzen AI, AMD Ryzen PRO, AMD Ryzen Threadripper, AMD Ryzen Threadripper PRO, AMD Athlon, and AMD PRO A-Series brands; graphics under the AMD Radeon graphics and AMD Embedded Radeon graphics; professional graphics under the AMD Radeon Pro graphics brand; and AI and general-purpose compute infrastructure for hyperscale providers.
- The company offers data center graphics under the AMD Instinct accelerators and Radeon PRO V-series brands; server microprocessors under the AMD EPYC brand; low power solutions under the AMD Athlon, AMD Geode, AMD Ryzen, AMD EPYC, and AMD R-Series and G-Series brands; FPGA products under the Virtex-6, Virtex-7, Virtex UltraScale+, Kintex-7, Kintex UltraScale, Kintex UltraScale+, Artix-7, Artix UltraScale+, Spartan-6, and Spartan-7 brands; adaptive SOCs under the Zynq-7000, Zynq UltraScale+ MPSoC, Zynq UltraScale+ RFSoCs, Versal HBM, Versal Premium, Versal Prime, Versal AI Core, Versal AI Edge, Vitis, and Vivado brands; and compute and network acceleration board products under the Alveo and Pensando brands.
- It serves original equipment and design manufacturers, public cloud service providers, system integrators, distributors, and add-in-board manufacturers.
- The company was incorporated in 1969 and is headquartered in Santa Clara, California.