Advanced Micro Devices Inc

AMD: XNAS (USA)

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AMD: The Company Has Arrived in AI With a Massive OpenAI Deal; Fair Value Estimate to $210 From $155

Brian Colello

Oct 6, 2025

AMD and OpenAI reached an agreement where AMD will supply artificial intelligence gear for up to 6 gigawatts of OpenAI’s AI infrastructure. AMD expects the deal to earn tens of billions of dollars of annual incremental revenue with the rollout starting in second-half 2026.

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Advanced Micro Devices Inc

AMD: The Company Has Arrived in AI With a Massive OpenAI Deal; Fair Value Estimate to $210 From $155

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