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AMD (AMD) recently surpassed all-time highs in April 2026.
Inventory adjustments and a $440 million MI308 export charge skewed AMD’s recent trailing P/E multiple.
KEY POINTS
- The MI450 platform introduces HBM4 memory, enabling 50% larger AI models processed entirely in memory.
- A 6GW Meta agreement includes a performance-warrant for up to 160 million AMD shares.
- AMD’s Q4 2025 server revenue share hit 41.3%, outpacing its 28.8% unit share.
- The Venice (Zen 6) CPU offers 512 threads per package, targeting AI supercluster orchestration.
COMPANIES
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