Overview
- AMD shares rose Friday and trade near a 52-week high, extending gains that put the stock up roughly 16.6% year to date as of Jan. 21 and more than 104% over 12 months.
- TrendForce estimates Nvidia’s GB300 will anchor about 70% to 80% of 2026 AI server rack shipments, while AMD’s MI400 accelerators are expected to ship alongside as overall volumes grow.
- At its Financial Analyst Day, AMD outlined targets for revenue to grow at over a 35% CAGR with adjusted operating margin above 35% and potential EPS above $20 within three to five years, with data center projected at roughly a 60% CAGR through 2030.
- Following CES 2026, Counterpoint reports Dell and HP plan to launch AMD-powered AI PCs in early 2026 with entry pricing around $499, focusing on productivity, gaming, and creative workloads to spur an upgrade cycle.
- Recent commercial moves include a TCS collaboration announced Jan. 14 to help enterprises scale generative AI and a 10-year lease with Riot disclosed Jan. 16 for 25 MW of capacity at the Rockdale data center.