AMD
Advanced Micro Devices
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AMD is only green in sea of red

While Nvidia has dominated this space with an estimated 80-90% market share in AI training chips, Advanced Micro Devices (AMD) is mounting an increasingly credible challenge that could reshape the competitive landscape. With the recent launch of their MI350 series chips and ambitious roadmap extending through 2026, AMD is positioning itself as the primary alternative to Nvidia's AI dominance - a development that could prove transformative for investors willing to bet on the underdog.

AMD calls?

In today's Nvidia news;
Hexagon robotics is unveiling a humanoid robot that is trained and operated on Nvidia GPUs using CUDA software
Germany is investing in sovereign AI
Guess who Germany is buying their AI infrastructure from? Hint: It's 100% not AMD or Intel
Nvidia has a MOAT in the fastest growing technology market in the history of the world
Nvidia has completely revolutionized how computers work, and they will be spending at least the next 10-20 years accelerating and modernizing the technology infrastructure of the entire planet
BUY BUY BUY BUY

You're quoting someone who isn't known to make good faith arguments. There are legitimate criticisms for AMD, that poster rarely if ever frames them as such.
MI355X is closer to GB300, than MI325 was to GB200 - it seems the only criticism leveled at it is deficiency in scale out. Gap is closing. Unsurprising since AMD spent fuck all on Instinct R&D until recently - the ratio probably far exceeded 10:1 in favour of NVidia.
It remains to be seen how far the gap can be closed as those R&D budgets become more comparable. Intel couldn't put spend it's way to success, we know that's a failed strategy - we also saw how well that's worked for Zuck.

there is also a strong resistance from the market (especially hyperscalers) to betting everything on a single player, the market itself wants AMD to be successful so as to avoid ending up in the hands of monopolies ( also that's how amd was born )

You are right. Nvidia is no Intel and they are a much tougher competitor. But when AMD Started to fight Intel they had revenue HALF of the R&D budget of Intel! They also had a lot debt. You criticize them for betting on HPC supercomputer but it was the best decision they ever made. Basically they got R&D money from the department of Energy and were able to improve the EPYC and instinct APU. They have modified these products to target AI. They were not as visionary as Nvidia but they had other issues to tackle. In 2015 they were close to bankruptcy. Lastly all Hyperscalers want an other GPU competitor. Therefore for same performance they may favor AMD. We will see. The new Mi355 are the first AMD GPU using lower precision points. Time will tell as always.

AMD proved they were the better Intel, when Intel adopted AMD64.
Nvidia like Apple contol their closed eco-systems.
AMD is betting big on the open ecosystem and the benefits it believes a collaborative working approach can bring

I think despite the big potential of AMD Ai products, investors got burned last time from November 23 to February 24 the stock went up strongly to reach 200$ as expectations for MI 300 were for 10 billons , then the market had to lower expectations as they finally achieved 5 billions in sales. Still a good number but half of what some had expected. In November 2024, the launch of the Mi325 was underwhelming as there was very little demand for a product that was not competitive and only a small upgrade. Now this is different. While AMD can not compete vs Nvidia for huge and frontier LLM they are very competitive for small to medium size LLM. This should allow AMD to get back to the game and gain some market share. However what is most interesting is the prospect for MI450 next year. They should be on par with Nvidia and they will be much cheaper. For 2027 the game may change completely with AMD BECOMING THE clear LEADER with MI500. This is assuming that they can execute this a very ambitious plan. What AMD need is an Nvidia moment where they beat and raise guidance strongly. My bet is that they do 6-7$ in eps next year, apply an 30 multiple and you have your price. 180 - 210

Well, NVIDIA is the leader. Its a fact. You are discounting the power of Open Source - ROCM, UALink etc. Also, Lisa has mentioned many a times that they have positioned themselves better for Inferencing. AMD is definitely better positioned at inferencing with a broad range of products with the acquisition of Xylinx. Yes, it takes time to catch up but Open Source always wins in the end! Also, its not a winner take all market as you mentioned. There is enough room for both the companies to grow.

[Oracle (ORCL) Q3 2025 Earnings Call Transcript](https://www.fool.com/earnings/call-transcripts/2025/03/10/oracle-orcl-q3-2025-earnings-call-transcript/) Mar 10, 2025
>In Q3, we signed a multibillion dollar contract with AMD to build a cluster of 30,000 of their latest MI355x GPUs *\[ This is Oracle’s Q3 which is calendar Q1 \]*
Multibillion dollar means ***minimum*** value of $2B.
AMD started commercial shipments of mi350/355 beginning of June, and the initial cluster of 27k chips will be fully deployed in 2 months from the June 15th announcement date, so let's say between August 15th - Sept 1st. So between 2.5 - 3 months to deploy at the very beginning of the product ramp with the lowest availability. Let's say every subsequent 30k subcluster takes 2 months to deploy since production is ramping more quickly and Oracle is probably a priority customer. So the cluster would be about 75% done by Dec. 31st at that pace. Those are reasonable assumptions, but they could ramp a little faster or a little slower.
So it's pretty reasonable to assume at least $6B in revenue just from Oracle this year and 8-9 isn't too much of a stretch if you believe mi355 will have a fast ramp. And like I said, that's just one customer. So $12B for the entire year isn't unreasonable if AMD did $3B in the first half which also seems to me to be reasonable. And don't forget that these are all AMD systems, so front end NICs, CPU's, GPU's and scale out Pollara DPUs probably included in the deal.

Just like I’ve recently shared about $ABCL and $DNA — biotech names that are full of potential but still flying under the radar — I want to drop another one today.

I really believe it’s the folks who buy during these quiet end up smiling the most down the line.

In the past, I used to put together DDs with all the fundamentals and numbers, with ChatGPT. 
But honestly? Some people love to complain the second they smell ChatGPT was involved.

Btw, I always try to write DDs when the price is cheap and I see clear signs of support at a certain level. But there are people always asking me if they should buy when the stock has already rocketed.

Instead, I advise you to look in to **$ABSI – Absci**. It’s an AI-native biotech company that’s doing something flat-out insane: designing antibodies from scratch using AI, and then instantly testing them in actual cells.
If this sounds hard, let me tell you the old way of doing it. Sweat in the lab, run a thousand wet-lab tests, pray for results, spend 5–10 years and billions of dollars, with less than a 10 percent success rate.

That era’s over.
Absci's model is different. Their AI doesn’t just analyze—it creates. We're talking about billions of design combinations, with actual expression and testing done right after. From design to test? Under a week.

That’s not just speed. That’s a different dimension.
Absci has been generating billions of protein-function datapoints in-house since 2020. It’s not scraped public data—it’s deep, proprietary, wet-lab-verified data that trains their AI.

Now, if that was all, it’d already be impressive. But this isn't theory.
They’ve signed deals with **Merck, Almirall, and AstraZeneca**—yes, that AstraZeneca. We’re talking **over $1.5B in potential milestones** on the table.

And it gets crazier: **AMD** (yes, the chipmaker) invested $20M directly and partnered with them to provide compute for Absci’s models. That’s not a customer deal. That’s a bet on their tech.
And Absci isn’t just building for others. Their own internal pipeline is happening. Their first AI-generated antibody drug candidate (ABS-11) entered clinical trials in May 2025. This makes them the first company to actually put an AI-designed antibody into a human. Not talk. Not slides. Real trials.

Market cap? \~$300M to $400M today.
Revenue? Just $4.5M a year.
But those milestone contracts are worth 300x that.
If even one of those hits?
The re-rating will be massive.
Cash position? $130M+.
Runway? Funded through 2027. No desperate dilution coming.

So here’s the summary:
* AI-powered drug design
* Fully owned, high-quality proprietary datasets
* Real wet-lab validation of AI outputs
* Massive pharma partnerships
* Clinical pipeline progressing
* Semiconductor company backing
* Enough cash
And yet… almost no one’s watching. That’s where the best setups always come from.
If $ABCL and $DNA feels too expensive, take a look at $ABSI.

Not financial advice, of course and ChatGPT still used, of course (I am Korean). But maybe… just maybe… you’ll thank yourself later for doing your own research.

Market believes we shall NEVER take more share from Nvidia in AI dc that’s why.  🥲
Check out this guy’s (casper_wolf) post:
https://www.reddit.com/r/AMD_Stock/comments/1lf10d6/vera_rubin_vs_helios_in_2026/
“Intel literally made the worst decisions every year for that 10 years, got stuck on nodes 3 generations behind AMD, their stock essentially went nowhere for over 20 years, and they flat out stopped innovating.
Nvidia on the other hand is constantly predicting where the market is headed, out innovating, and out competing every year. You can see years where the AMD/INTC chart was essentially flat… but AMD/NVDA is a different story. AMD is simply not as competitive a company and they’ve only managed to beat a dying company. An example of how bad AMD’s foresight is… AMD was busy putting their eggs into the HPC basket. They’d been working for years toward that goal. They had nothing ready for AI. Nvidia meanwhile saw where things were going. They’re deeply tied to the research of academia and they constantly ask what those researchers need and they deliver it. Nvidia is nurturing so many of the right foundations. They’ll be the leading development of photonics (launching this year), robotics, and quantum (there’s already been CUDA Quantum for years now). Meanwhile AMD is still aiming to join the AI competition and create an answer to CUDA and their only other”innovation” is an x86 APU. They’re a distant 2nd place in an AI boom where only the best, used by the biggest frontier model developers at the biggest companies, takes it all.
So AMD has a lot to prove. They’re still fighting for what will be 2% market share by the end of the year (even less market share this year than last year because of how much the CaPex TAM grew this year). The numbers since Q4 last year imply Turin is making more money than instinct. It sounds like the big guys are more interested in seeing what the market is like when Mi400 launches. The company that made the biggest bet in AMD was META and it’s telling that META’s new Llama was so unimpressive compared to the competition, they decided to indefinitely delay it. Everyone in Silicon Valley knows this and it’s gonna form the impression of AMD instinct. It matters because either AMD is simply absorbing Intels old business OR they’re a serious AI competitor. So far they’re the better intel, not the better Nvidia.
I read that the big tech companies were considering Mi325 but then GB200 came out around the same time and they all went with that. Now GB300 is out… same thing (mi355 will probably end up getting small sampling orders) and Nvidia rumors are that they’re pulling forward everything. They have all the money in the world to do it, they can easily afford to simply always have better hardware and software than the competition, they can buy as much TSMC capacity as possible at all times during this boom. If you’re a trillion dollar company looking to develop frontier models, then nothing AMD has on the horizon will compete with what Nvidia is releasing, not mi400 or mi500 or anything.“

AMD doesn't need to beat Nvidia but it will.

That’s it. I’m full porting into AMD and RKLB. This p*ssy SPY DCA shit will only make me enough money when I’m about to die. 

Guess the question here is this a sideways method for AMD to support development of a viable ground up alternative to some of the lower ROCm stack? If shown to actually be competitive via MLPref it provides another option for potential user to adopt or get merged into a later version of ROCm. This might be a no brainer, no risk deal here.

Lol. I don’t give a shxt about your whining. Yes, better yet, invest zeros in AMD and put your energy somewhere.

Let’s see if things are about to change for AMD 😅 hard to build reputation easy to destroy. Go dark horse from the semicon!

As long as you have patience and don’t play options with AMD , it’s a winner long run.

Fair enough. Just make my argument point clear: AMD will be a serious player in AI.
There was a time when AMD punched far above its weight and beat Intel decisively. 10 years ago , AMD was even less than 10% of Intel. Intel dominated the server market, PC market etc. This was far worse position for AMD than today against NVDA. AMD had no capital to invest in acquisition and marketing. Even new product development was luxury. Lisa team made lots of right decisions, including investing chiplet technologies , as well as betting on data center servers focusing on TCO and HPC. The decisions were made from Lisa's deep understanding of technologies and enterprise customers. You could argue Intel made all the bad decisions and bad executions but the reason is actually AMD was so good at everything and made Intel look so bad. This happened many time in the history, e.g. apple vs nokia.
I can not agree with the argument for Nvdia made all best decisions. One example is B200 had been delayed so much, which could just have killed Nvda if AMD's offerings were stronger. And the background might be Nvdia did not invest in chiplet 10 year ago, why? (i guess Jenson is better in big pictures and ecosystem than hardware)
I do not agree the argument AMD's strategy in HPC is wrong. HPC was what Lisa had when she took over the leadership of AMD. Her strategy could only invest in what she had. The weak software ecosystem is due to AMD lack of software background, neither do they have enough fund until the past 2 years
The only thing i do not understand is the acquisition of Xlilx, which could be a crucial reason for the delay of investment in AI ecosystem.
Now about Nvdia. Nvdia is a 3+ trillion company now and have been invested in ecosystem heavily. Jensen is the king of AI, he had done a lot of things right. However, all the big guys, do not like Nvdia's strong position, which makes 80%+ margin. They are all more than happy to have number 2, even number 3 players to reduce cost. More importantly, Nvdia could become an AI cloud service provider competing head to head any time . Think about AI factory Jensen talked about recently, it not only means GPUs and networkings , but also means cloud and even robot , why not?
So, AMD could become a serious player even Nvida makes right decision and execution.
THe risk of Nvida, I would argue, is, it is still a Jensen company and Jensen probably will step down in a few years... Unless he could create a robot and upload his brain :) However, AMD under Lisa's leadership is a well managed company. The leadership is much easier to be transferred as Lisa is not the founder. Who knows what will happen after both Jensen and Lisa step down? Nvdia could just be another Intel without Jensen.