AMD Stock Soars 12.7% as AI Rally Revives Data-Center Bets

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โดย GuruFocus·Read original
Summary · why it matters

Advanced Micro Devices shares soared approximately 12.7% in Thursday's regular-session trading as AI-chip stocks rebounded following Microsoft's stronger cloud results. The Philadelphia Semiconductor Index advanced approximately 6.7%, putting it on course to end a five-session decline. The move returned investor attention to AMD's agreement with Core Scientific, a data-center operator transitioning from cryptocurrency infrastructure to AI computing. The agreement gives AMD access to more than 500 megawatts of AI-ready capacity beginning in 2027, with the potential to expand to 2.5 gigawatts, a fivefold increase. AMD customers will be able to deploy the company's chips and software on the infrastructure, while the companies collaborate on physical data-center design.

Impact on stocks 3

Artificial Intelligence▲ · 2 stocks
Advanced Micro Devices Inc
AMD
▲ PositiveDemandrelevance

AMD's agreement with Core Scientific provides access to AI-ready capacity, boosting demand for its chips and software.

Microsoft Corporation
MSFT
▲ PositiveDemandrelevance

Microsoft's stronger cloud results triggered an AI-chip rally, indirectly benefiting AMD and the sector.

Digital Finance & Tokenization▲ · 1 stocks
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