On November 18, 2025, AMD announced a major partnership with Eviden to build the Alice Recoque exascale supercomputer in France, leveraging AMD’s next-generation EPYC CPUs and MI430X GPUs. The project, funded with €544 million, aims to boost AMD’s presence in European HPC and AI markets and diversify its supply chain, with 70% of components produced in Europe. Despite the strategic significance, AMD’s stock fell 4.25% to $230.29, ranking eighth in U.S. trading volume. The decline is attributed to execution risks, high valuation concerns, and possible profit-taking, even as the project positions AMD for long-term growth in exascale computing and AI infrastructure.
AMD Falls 4.25% Despite Major Exascale Supercomputer Partnership
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