AMD to Host Financial Analyst Day on November 11, 2025
About AMD
For more than 55 years AMD has driven innovation in high-performance computing, graphics and visualization technologies. Billions of people, leading Fortune 500 businesses and cutting-edge scientific research institutions around the world rely on AMD technology daily to improve how they live, work and play. AMD employees are focused on building leadership high-performance and adaptive products that push the boundaries of what is possible. For more information about how AMD is enabling today and inspiring tomorrow, visit the AMD (NASDAQ: AMD) website, blog, LinkedIn, Facebook and X pages.
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Phil Hughes
AMD Communications
512-865-9697
phil.hughes@amd.com
Investor Contact
Liz Stine
AMD Investor Relations
(720) 652-3965
liz.stine@amd.com
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Where AMD stands now At first glance, AMD might appear far away from that milestone since its $280 billion market cap means it is only 28% of the way toward that goal. However, that is not as far away from $1 trillion as it might appear. At the current market cap, it has to double in value less than two times to reach that point. Moreover, a simple increase in popularity could get AMD to that point. Although its 99 price-to-earnings (P/E) ratio might make it appear pricey, it currently sells at a forward P/E ratio of 44. Thus, if it achieves some of the popularity that has boosted Palantir, a stock that sells at 623 times its earnings, multiple expansion alone could take it there. Reaching $1 trillion through business growth More importantly, AMD is in a strong position to reach a $1 trillion market cap even if such hype does not materialize. The company's data center segment, which designs AI accelerators, generated just over $6.9 billion in revenue in the first half of 2025, around 46% of AMD's total. In comparison, Nvidia's data center segment made up 89% of the company's revenue in its most recent quarter. Admittedly, AMD is significantly behind Nvidia in the AI accelerator market, and while AMD's MI350 chip has generated some interest due to its lower cost, it is hardly a threat to Nvidia's dominance. However, AMD plans to release the MI400 next year. With its integration with AMD's upcoming Helios rack-scale solution, some analysts believe it can become a competitive threat to Nvidia's upcoming Vera Rubin platform. Nvidia's CUDA software, which has previously cemented its dominance, also faces increased competitive threats. Such conditions could mean AMD is on the way to becoming a full-fledged competitor in the AI market. Additionally, Grand View Research forecasts a compound annual growth rate (CAGR) of 29% through 2030, taking the market's size to an estimated $323 billion. If that prediction comes to pass, AMD will almost certainly benefit from that industry growth. Even if data center revenue becomes AMD's dominant revenue source, investors should not forget about the client, embedded, and gaming segments. Fortune Business Insights forecasts a CAGR of 15% for the semiconductor industry through 2032. That seems to affirm Grand View's findings, and the market rising above $2 trillion presents AMD with a massive tailwind. Finally, as conditions stand now, Nvidia has reached a market cap of just under $4.5 trillion, making AMD approximately 6% of its size. Hence, even if AMD grew to slightly less than one-fourth of Nvidia's size, its market cap would presumably reach $1 trillion or higher. 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