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AMD has established a multi-year supply agreement with OpenAI to deliver 6 gigawatts of GPU power for next-generation AI infrastructure, marking a significant shift in the chip sector. This partnership is seen as a validation of AMD's strategy as a key infrastructure partner for artificial intelligence.

The data center business has become central to AMD, with revenues in this segment rising 22% year-over-year in Q3 2025, driven by strong demand for fifth-generation EPYC processors and MI300 accelerators. Looking ahead, AMD anticipates over 60% annual growth in data center revenues. The company will report its Q4 2025 results on February 3, with analysts predicting earnings of $1.32 per share and revenues of $9.65 billion.