Skip to content
drillr.ai
Sign up

AMD

Advanced Micro Devices, Inc.

NASDAQ · Technology · Semiconductors · US

$469.42
+2.91%
Ask drillr

Research · Sep 3, 2026

[AMD] AMD Thesis 2026: MI300X Hyperscaler Ramp Challenges NVIDIA's AI Infrastructure Dominance

AMD delivered FY2025 revenue of ~$29.5B driven by Data Center GPU (MI300X) ramp to ~$10B+ and EPYC server CPU share reaching ~23-25%. Non-GAAP EPS ~$6.20 at ~28% operating margin as Data Center mix enriched gross margins toward ~54.5%. The FY2026 thesis is whether MI350/MI400 can sustain hyperscaler adoption against NVIDIA Blackwell, whether EPYC reaches 30%+ server CPU share, and whether ROCm software closes the training gap that has kept AMD as secondary AI supplier.

Research · Jun 2, 2026

AMD MI400 Closes the NVDA AI Accelerator Gap

AMD's MI400 architecture narrows the gap with NVDA Blackwell on training workload economics. The competitive split shifts AMD from beta play to incremental.

Research · Apr 30, 2026

INTC Q1: $13B Revenue, DCAI Jumps on Agentic AI

Intel's Q1 beat to $13.6B highlighted agentic AI driving 22% DCAI growth to $5.1B, per CEO comments buried in the 8-K. Tape focused on headline numbers, missing CPU hosting tailwinds from NVIDIA/Google deals. Setup favors INTC outperformance versus peers if Q2 guidance holds; invalidates below $13.8B print.

Research · Apr 27, 2026

INTC's 74% Surge: TSM, NVDA, AMD Face Capex Margin Squeeze

Intel's recent rating downgrade after a 74% YTD surge highlights growing concerns about semiconductor companies overspending on fab construction. This analysis examines which chip companies face the greatest margin pressure from capital expenditures, ranking them from integrated manufacturers like Intel to fabless designers like NVIDIA and AMD.

Research · Apr 27, 2026

NVDA, AMD, AVGO Earnings: AI Profit Turning Point Tested

Ahead of earnings, Nvidia's $62B Data Center dominance, AMD's 39% AI growth, and Broadcom's 106% AI surge set high bars. Key: guidance on Blackwell/MI350/custom chips amid Big Tech capex scrutiny. Bullish if inference ramps confirm profitability.

Research · Apr 13, 2026

AI Chip Export Controls Delayed: 5 Stocks — NVDA, AMD, MSFT — Get Relief

Bureaucratic delays in Trump's AI chip export controls provide relief to U.S. AI infrastructure firms, enabling focus on domestic growth. NVDA, AMD, SMCI, ANET, and MSFT stand to benefit most, ranked by conviction with financials highlighting growth and valuations. Policy risks remain, but near-term tailwinds favor hardware leaders.

Research · Apr 13, 2026

TSM Surges 6%, INTC 11% as Taiwan Cross-Strait Talks Spark Chip Rally

Taiwan's KMT opposition leader announced cross-strait de-escalation talks on April 9, sparking a chip stock rally led by TSM (+6%), INTC (+11%), and AMD (+5%). Amid TSMC reliance risks, strong FY2025 financials and AI demand position semis for upside if tensions ease.

Research · Apr 10, 2026

ARM-IBM Server Deal: Why ARM and NVDA Win While INTC and AMD Lose

IBM's partnership with Arm accelerates Arm architecture into enterprise servers, benefiting licensors like ARM and NVDA while challenging x86 leaders INTC and AMD. Dell and IBM gain as enablers. Ranked: ARM > NVDA > IBM > DELL > INTC > AMD.

Research · Apr 10, 2026

ARM vs. INTC: IBM Partnership Picks a Side in the Enterprise AI Chip War

IBM's April 2 partnership with Arm accelerates Arm's enterprise computing expansion, favoring ARM, NVDA, IBM, and DELL while challenging INTC and AMD. The article analyzes financials and exposure for six key players, ranking ARM as top pick. Watch Arm ecosystem share gains amid AI inference boom.

Research · Apr 10, 2026

NVDA Acquires Cerebras to Tighten AI Chip Grip — But Regulators Could Block It

NVIDIA's announced acquisition of Cerebras Systems aims to consolidate AI chip leadership but faces regulatory scrutiny amid antitrust concerns. Financials show NVIDIA's dominance with $4T market cap and soaring revenue, pressuring AMD and Intel. Bullish on NVDA long-term, pending approval timeline.