AMD Hits $281.05 Record High, Data Center Revenue Rises 32%
AMD shares surged to $281.05, adding $101 billion in market cap during a 13-day Nasdaq win streak, its longest since 2005. Data Center revenue hit $16.6 billion in 2025 (+32%), and AMD trades at ~40x fiscal 2026 earnings, backed by the MI450 HBM4-powered Helios platform and 6 GW Meta pact.
1. Record High During Nasdaq Win Streak
AMD shares rose for a 13th consecutive session, marking its longest Nasdaq win streak since May 2005 and driving the stock to an all-time high of $281.05. This surge added over $101 billion in market capitalization in just 13 trading days.
2. Data Center Revenue and Valuation Rerating
The company reported Data Center revenue of $16.6 billion in 2025, up 32% year-over-year, as enterprise infrastructure demand outpaces consumer PC cycles. The share price now reflects a forward multiple of roughly 40 times fiscal 2026 earnings, signaling a significant rerating.
3. MI450 Platform and Meta Partnership
The upcoming MI450 GPU, featuring 432 GB of HBM4 memory and 20 TB/s bandwidth, underpins AMD’s Helios rack-scale AI platform. A 6 GW multi-year agreement with Meta further validates AMD’s position as a leading AI infrastructure provider.