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AMD Q3 2025 -- Do OpenAI and Oracle Deals Warrant A Buy Now?
While all the focus is on the massive AI Data Center deals with OpenAI and Oracle, which could generate over $100 billion in revenue over ther course of 3 years , the near-term profit story is all about CPUs, PC/laptop stabilization, and EPYC. The shift to maximizing revenue growth—even with a potential 10% share dilution from the OpenAI equity award —is a big change for AMD investors. <br>
Chip Stock Investor breaks down the numbers, the massive GPU/MI400 series deployment risk , the surprising profit centers in Q3, and an updated Reverse DCF valuation. <br>
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The skinny
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