Advanced Micro Devices (AMD) has been in the spotlight for most of 2025 with its share price seeing astronomical gains with reports indicating an increase of about 97% year to data as of November 12th 2025. (https://www.reuters.com/business/amd-shares-climb-investors-cheer-long-term-growth-targets-2025-11-12/) They have signed major deals with OpenAI and Oracle and  they expect to drive revenues at a rate greater than 35% CAGR. CEO Dr. Lisa optimistically stated that with the broadest portfolio of products and deepening strategic partnerships AMD is uniquely positioned to lead the next generation of high performance and AI computing at its 2025 Financial Analyst Day held on the 11th of November 2025.

AMD’s role in the AI stack

AMD is headed aggressively towards an end to end AI roadmap that spans data centers, embedded technology, gaming and open software. The AMD Instinct M1350 series GPUs are the fastest ramping product in the history of the company and have already been deployed at scale by leading cloud providers including Oracle. AMD , anticipating an increase in demand for CPUs with the adoption of AI have designed next generation “Venice” CPUs to deliver performance, density and energy efficiency. On the software side, ROCm open software downloads have increased 10X year over year and continue to gain developer momentum. AMD Ryzen is driving the commercial momentum when it comes to gaming as it now powers more than 250 platforms across notebooks and desktops. (https://www.amd.com/en/newsroom/press-releases/2025-11-11-amd-unveils-strategy-to-lead-the-1-trillion-compu.html)

AMD, a company founded by Jerry Sanders and seven of his fellow alumni from Fairchild Semiconductor in May 1969 in Sunnyvale California , was overshadowed by chip giant Intel for a very long time. Today it is helping power the AI revolution with both its silicon and software.