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Gaining Ground on Nvidia

Published
30 Jul 25
Updated
07 Oct 25
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QuanD's Fair Value
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1Y
83.0%
7D
5.7%

Author's Valuation

US$274.3110.0% undervalued intrinsic discount

QuanD's Fair Value

Shared on 07 Oct 25

Fair value Increased 34%

AMD surged after a multi-year OpenAI deal, reshaping its AI prospects and growth outlook. A key financial claim from AMD leadership: the OpenAI partnership is expected to deliver “ tens of billions of dollars ” in revenue to AMD and be highly accretive to earnings, with each gigawatt equating to double‑digit billions.