AMD Eyes Major AI Market Rebound with $675M Alibaba GPU Deal and Strong 2025-2030 Growth Outlook
Brief news summary
Advanced Micro Devices Inc. (AMD) is poised for a significant rebound in its AI business as GPU shipments to China resume, driven by a potential $675 million order from Alibaba Group. This deal marks a major advancement for AMD's MI308 chips, designed to comply with U.S. export regulations while meeting China's growing demand for AI acceleration technology. Analysts view this as a sign that AMD is reclaiming market share lost to Chinese competitors amid previous trade restrictions. At its 2025 Financial Analyst Day, AMD projected earnings per share to increase from under $4 in 2025 to over $24 by 2030, fueled by rising demand in data centers and AI infrastructure. Management highlighted potential partnerships with OpenAI and major cloud providers as key growth drivers. The company’s renewed presence in China, adhering to export rules, is expected to boost GPU sales and strengthen its high-performance computing segment. This momentum supports analysts' long-term price target of $600 for AMD stock.Advanced Micro Devices Inc. (AMD, Financials) is poised for a significant rebound in its AI business following reports that GPU shipments to China are resuming, driven by a potential $675 million deal with Alibaba Group. This agreement represents a major advancement for AMD's MI308 chips, which are engineered to comply with U. S. export regulations while still meeting the strong demand for AI acceleration technology in China. Analysts view this development as a sign that AMD is regaining some of the market share it lost to Chinese chipmakers due to previous trade restrictions. During AMD's 2025 Financial Analyst Day, the company projected that earnings per share could increase from under $4 in 2025 to over $24 by 2030, driven by rising demand for data centers and AI infrastructure.
Management also highlighted that prospective partnerships with OpenAI and major cloud providers could further support long-term growth. AMD’s capacity to re-enter the Chinese AI market while adhering to U. S. export controls may significantly boost its sales heading into 2026. Analysts believe AMD’s high-performance computing division stands to gain substantially from renewed GPU sales in China, reinforcing the company’s long-term price target of $600.
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AMD Eyes Major AI Market Rebound with $675M Alibaba GPU Deal and Strong 2025-2030 Growth Outlook
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