Advanced Micro Devices (AMD) is poised to make significant waves on Wall Street as it prepares to unveil its long-term strategy, with investors eagerly anticipating an upward revision to its artificial intelligence market forecast. The chipmaker's Financial Analyst Day, scheduled for Tuesday afternoon in New York City, is the focal point for this heightened expectation.
Wall Street's High Stakes Expectations
The event, starting at 1 p.m. Eastern Time, will feature AMD's executive team detailing the company's strategic direction and financial roadmap. This comes on the heels of a powerful financial performance where AMD reported better-than-expected earnings for the September quarter and provided a current-quarter revenue forecast that surpassed Wall Street's consensus estimates.
Fueling the optimism, CEO Dr. Lisa Su, during the recent earnings call, revealed that many customers are planning for "substantially larger CPU buildouts" in the coming quarters to keep pace with escalating AI demand. She strongly hinted that the company's previous projection of a $500 billion market for AI data center chips by 2028 would be revised upwards at the Analyst Day.
AMD's Multi-Billion Dollar AI Ambition
Dr. Su also confirmed that AMD's own AI business is on a trajectory to generate tens of billions of dollars in annual revenue by 2027. This confidence is backed by substantial industry validation, most notably a landmark long-term agreement with OpenAI. The deal designates AMD as a key infrastructure supplier, with OpenAI planning to deploy a massive six gigawatts of AMD graphics processing units (GPUs). The rollout is set to begin in the second half of 2026 with one gigawatt of rack-scale MI450 GPU servers.
Wall Street analysts see the Analyst Day as a critical catalyst for the stock. "We expect the company to provide more detail on its technology roadmap, customer traction and market sizing at the 2025 Analyst/Investor Day next week," wrote Stifel analyst Ruben Roy in a recent note to clients.
A Meteoric Stock Market Rise
The market has already rewarded AMD's execution and potential in the AI space. In a stunning performance this year, AMD stock has skyrocketed by 102%. This dramatically outpaces the 22% gain of the Nasdaq Composite Index over the same period, underscoring the immense investor confidence in the company's positioning within the booming AI sector.
As AMD steps into the spotlight for its Analyst Day, all eyes will be on the official numbers and strategic details that could define the next phase of growth for this chipmaking powerhouse.
