AMD's Progress and OpenAI Deal Implications

5 days ago

Multiple speakers

"I mean, we’ve been talking about AMD at $100 for the last couple of months and now they’re getting the recognition they deserve with major shipments of MI450 orders announced by Oracle. On one hand, the OpenAI-related deal offers up to a 10% equity play if targets are met, with potential milestones culminating at a $600 valuation threshold. While this deal isn’t going to send AMD to a trillion overnight, the jump in investor sentiment following these announcements is clear. It’s exciting to see AMD being acknowledged on the inference and software sides as well."

The panel highlights AMD’s recent catalysts, including MI450 shipments and the OpenAI-related equity arrangement. Although price targets like a $600 milestone are discussed, the overall tone remains cautiously optimistic, driven by both product recognition and evolving software capabilities.

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