AMD Tops $900 Billion Valuation with $3,999 Ryzen AI Halo Debut
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AMD•AMD breached $900 billion valuation after launching the $3,999 Ryzen AI Halo with 128 GB memory and 14% faster throughput than Nvidia’s DGX Spark on local AI models. Wolfe Research forecasts base EPS of $14 and up to $30 by CY27 powered by MI450 ramping in late Q3 and stronger CPU demand.
AMD surpassed $900 billion in market capitalization as it introduced the Ryzen AI Halo developer platform, marking its first entry past this valuation milestone.
The $3,999 Ryzen AI Halo is powered by the Ryzen AI Max+ 395 processor, offers 128 GB of unified memory, supports local execution of AI models up to 200 billion parameters, and delivers up to 14% higher token throughput than Nvidia’s DGX Spark.
Wolfe Research projects AMD could achieve base EPS of $14 and as much as $30 by 2027, driven by late Q3 MI450 shipments primarily to Meta and OpenAI, a significant fourth‐quarter revenue jump, and flexible wafer allocation to support robust CPU and datacenter growth.
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