AMD
The #2 AI chip designer — the only credible challenger to Nvidia's data-center monopoly.
Previous close $645.86
52-week high
$649.42
52-week low
$96.06
YTD change
+176.78%
The 30-second take
AMD's MI300X / MI325X / MI350 GPU line is the bull case for breaking Nvidia's stranglehold on AI training and inference. Data-center revenue has crossed $5B/quarter and is the single biggest stock driver — AMD trades almost entirely on AI capex outlook. In interviews, anchor on: data-center segment growth rate, hyperscaler customer wins (Microsoft, Meta, Oracle), and the gross-margin trajectory as AI mix scales. The bear case is Nvidia's CUDA software moat — knowing this distinction is the technical-depth signal.
Historical reference points
Bankers instinctively contextualise today's level against these moments. Each row shows how far the current level is above / below that reference.
- Pre-AI-boomOct 2022$60.00+930.87%
- 2024 highMar 2024$211.00+193.14%
- Post-MI300X correctionSep 2024$130.00+375.78%
Compare against
Master the whole framework
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