Advanced Micro Devices is trading 3.1% up now at $53.70 as investors react to escalating AI infrastructure demand and new Helios rack-scale system wins.
- The company secured major multi-year GPU supply agreements with OpenAI and Meta, while Microsoft joined as a new Helios customer.
- Data center revenue now accounts for more than 50% of total sales, reinforcing the company's role as a key alternative to Nvidia in the AI chip market.