AMD Hits $281.05 High, Adds $101 B Market Cap as Data Center Revenue Soars 32%
Advanced Micro Devices reached a record intraday high of $281.05 during a 13-day Nasdaq win streak, adding over $101 billion in market capitalization. Concurrently, AMD’s Data Center revenue climbed 32% to $16.6 billion in 2025 as it secures a 6GW Meta deal for its upcoming MI450 AI accelerator.
1. Nasdaq Win Streak Boosts AMD
AMD participated in the Nasdaq Composite’s historic 13-day win streak—the longest since May 2005—culminating in a record intraday stock price of $281.05. The move contributed more than $101 billion to AMD’s market capitalization and underscored investor enthusiasm for the semiconductor sector.
2. Data Center Segment Expansion
In fiscal 2025, AMD’s Data Center revenue surged 32% to $16.6 billion, driving combined Client and Gaming revenues to $31.2 billion. The company’s 28.8% server unit share translated into a record 41.3% revenue share, signaling momentum in high-margin enterprise infrastructure.
3. MI450 AI Accelerator and Meta Agreement
AMD’s next-generation MI450 architecture, featuring 432 GB HBM4 memory and 20 TB/s bandwidth, addresses large AI inference workloads and will underpin the Helios rack-scale platform. In February 2026, AMD secured a 6 GW multi-year deal with Meta, including performance-based warrants for up to 160 million shares, aligning buyer and supplier incentives.
4. Upcoming Venice Processors and Competitive Position
The 6th Gen EPYC “Venice” line, built on a 2 nm process and offering up to 512 threads per package, aims to capture hyperscale data center demand through improved total cost of ownership. This roadmap cements AMD’s position as a structural alternative to its competitors in AI and enterprise markets.