AMD's $6.2B Trading Volume Ranks 9th as Data Center Revenue Surges 15% on EPYC and MI355 Momentum

Generated by AI AgentAinvest Volume Radar
Tuesday, Sep 2, 2025 9:07 pm ET1min read
Aime RobotAime Summary

- AMD's $6.2B trading volume ranked 9th as Q2 data center revenue surged 14.3% to $3.24B, driven by EPYC processor demand and 1,200 cloud instances.

- MI355 GPUs outperforming NVIDIA's B200 in key AI workloads and cost efficiency position AMD to capture market share despite U.S. export restrictions.

- Analysts project 15% 2025 data center revenue growth to $14.47B, though AMD's 7.15X forward P/S ratio exceeds sector averages despite 34.4% YTD stock gains.

- Management forecasts double-digit Q3 data center growth with MI400 series planned for 2026, maintaining momentum in cloud, enterprise, and 5G virtualization markets.

On September 2, 2025,

(AMD) traded with a volume of $6.20 billion, ranking ninth in the market. The stock closed down 0.19%, reflecting mixed sentiment despite strong underlying fundamentals in its data center business.

AMD’s data center revenue reached $3.24 billion in Q2 2025, a 14.3% year-over-year increase and 42.2% of total revenue. The company reported robust demand for EPYC processors, driven by cloud and enterprise workloads. Over 100 new EPYC-powered cloud instances were launched, including Google and Oracle’s Turin platforms, expanding its global footprint to 1,200 cloud instances. Adoption in sectors like aerospace, streaming, and telecom—such as KDDI’s 5G virtualization—further solidified EPYC’s market traction.

Product launches, including the EPYC 4005 series and Instinct MI350 GPUs, enhanced AMD’s competitive edge. The MI355, which matches or exceeds NVIDIA’s B200 in key workloads, is gaining traction in AI deployments. While U.S. export restrictions impacted data center AI revenue, the MI355’s cost efficiency and performance positioned

to capture market share. Management expects double-digit data center revenue growth in Q3 2025, with the MI400 series slated for 2026 to further boost momentum.

Analysts project 2025 data center revenue to reach $14.47 billion, a 15% increase from 2024. Despite a 34.4% year-to-date stock gain outperforming broader tech indices, AMD faces valuation challenges, with a forward price-to-sales ratio of 7.15X, higher than the sector average. Earnings estimates for Q3 2025 stand at $1.17 per share, reflecting 18.7% year-over-year growth, though revenue guidance of $8.72 billion for the quarter highlights reliance on sustained demand.

Backtest results: The model pegs 2025 data center revenues to $14.47 billion, suggesting growth of 15% from 2024’s reported figure.

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