Intel Stock Slumps as Government Deal Details Emerge

Advanced Micro Devices (AMD) has a bullish outlook on Wall Street despite a 4.12% decline since its FQ2 2025 results. Analysts have expressed positive sentiment, with a 16.97% upside from current levels. The company expects revenue of approximately $8.7 billion for Q3 2025, representing 28% YoY growth.

Advanced Micro Devices (AMD) has seen a 4.12% decline in its stock price since the release of its Q2 2025 financial results. However, analysts remain optimistic, predicting a 16.97% upside from current levels. The company expects revenue of approximately $8.7 billion for Q3 2025, representing a 28% year-over-year (YoY) growth [1].

AMD's performance is bolstered by its strong partner base, which includes major tech giants such as Microsoft, Oracle, Google, Dell, HPE, Lenovo, IBM, Super Micro, and more. This robust network is helping AMD to solidify its position in the AI infrastructure market, where it faces stiff competition from NVIDIA and Broadcom [1].

The company's EPYC processors are in high demand, particularly for cloud and enterprise workloads. The adoption of AI use cases and the rapid growth of agentic AI are driving demand for general-purpose compute infrastructure. In the second quarter of 2025, over 100 new AMD-powered cloud instances were launched, including multiple Turin instances from Google and Oracle Cloud. HPE, Dell Technologies, Lenovo, and Super Micro launched 28 new Turin platforms in the reported quarter [1].

AMD's system-level capabilities have been enhanced with the launch of the Instinct MI350 series, which supports deployments powered by AMD CPUs, GPUs, and NICs. Oracle is building a 27,000-plus node AI cluster using MI355X accelerators, fifth-gen EPYC Turin CPUs, and Pollara 400 SmartNICs. Additionally, AMD has collaborated with HUMAIN to build AI infrastructure entirely powered by its CPUs, GPUs, and software [1].

AMD's partnerships with HCLTech and IBM are accelerating enterprise digital transformation through advanced AI, digital, and cloud solutions. These collaborations are exploring how to integrate AMD CPUs, GPUs, and FPGAs with IBM quantum computers to develop next-generation computing architectures. Partnerships with KDDI and Nokia have also expanded AMD's footprint in the telecom sector [1].

Despite the competition from NVIDIA and Broadcom, AMD's diversified market exposure across data center, client, gaming, and embedded segments positions it as a resilient competitor. Unlike NVIDIA, which has a high concentration of data center revenue, AMD balances AI growth with stable demand in PCs and gaming, creating a more stable earnings profile [3].

AMD's earnings growth is driven by product innovations such as the Ryzen 9000 and RDNA 4 series, which have expanded market share in the client and gaming segments. The company's undervalued embedded growth in robotics and edge computing, along with margin-boosting Zen 5/RDNA 4 product mix, strengthens its long-term scalability [3].

In conclusion, while AMD faces challenges from competitors, its robust partner base, diversified market exposure, and product innovations position it as a strong player in the AI era. The company's bullish outlook and expected revenue growth in Q3 2025 reflect analysts' positive sentiment and investor confidence in AMD's future prospects.

References:
[1] https://www.nasdaq.com/articles/amds-ai-journey-rides-strong-partner-base-whats-path-ahead
[2] https://coincodex.com/article/72324/jan-van-eck-calls-ethereum-the-wall-street-token-as-stablecoin-adoption-accelerates/
[3] https://www.ainvest.com/news/advanced-micro-devices-amd-outperform-nvidia-ai-era-2030-2508-41/