amd, openai and nvidia Updates

AMD recently reported a strong financial performance, with record Q3 2025 profits and overall revenue climbing 36% to $9.2 billion. The company's data center segment, including its AI chips, saw a 22% increase to $4.3 billion. Notably, AMD secured a significant long-term partnership with OpenAI, a deal expected to generate over $100 billion in revenue, starting in late 2026 with the deployment of one gigawatt of MI450 GPUs for AI computing clusters. AMD also plans to ramp up its MI355 and MI450 series GPUs through 2026, strengthening its position against competitors like Nvidia. Beyond AI, AMD's client and gaming revenue surged 73% to $4 billion, driven by record PC processor sales and a 181% increase in gaming graphics revenue from the Radeon 9000 family. The company also secured new government partnerships, including one with the U.S. Department of Energy for advanced supercomputers. Meanwhile, the broader AI market is seeing significant movement. Analysts from Morgan Stanley predict that AI sales in cloud and software companies will exceed $1 trillion annually by 2028, a growth of over 600%. They recommend investing in companies like Alphabet and Datadog. Alphabet, a major adtech company, reported Q3 2025 revenue up 16% to $102.3 billion, leveraging its generative AI capabilities. Intel also showed better-than-expected Q3 2025 earnings, with revenue reaching $13.7 billion, and is strengthening its finances with a $5 billion investment from Nvidia. The company is making progress with its 18A process node in chip manufacturing. In other AI developments, San Francisco startup Giga raised $61 million in Series A funding to expand its voice-based AI agents for customer support, already working with DoorDash. Micron's stock has nearly doubled over the past year due to high demand for AI chips and new memory technology. However, concerns about high AI stock valuations led to a market dip on November 4, 2025, with the Nasdaq dropping over 2%. Financial advisors are suggesting diversification strategies to clients, warning against over-reliance on big tech and the potential for overvaluation similar to the dot-com bust. Despite these concerns, the AI infrastructure market continues to boom, with 'Magnificent 7' companies investing $380 billion in 2025, creating opportunities for companies like Vertiv Holdings Co., which reported strong Q3 performance and a key partnership with NVIDIA.

Key Takeaways

• AMD reported record Q3 2025 profits with overall revenue up 36% to $9.2 billion, and data center revenue increasing 22% to $4.3 billion.
• AMD secured a major long-term partnership with OpenAI, projected to generate over $100 billion in revenue, starting with MI450 GPU deployments in late 2026.
• AMD's client and gaming revenue also surged 73% to $4 billion, driven by record PC processor sales and a 181% increase in gaming graphics revenue.
• Morgan Stanley analysts predict AI sales in cloud and software companies will grow over 600% to exceed $1 trillion annually by 2028.
• Alphabet's Q3 2025 revenue increased 16% to $102.3 billion, leveraging its AI capabilities.
• Intel reported better-than-expected Q3 2025 earnings with $13.7 billion in revenue and expects a $5 billion investment from Nvidia.
• Giga, a San Francisco startup, raised $61 million in Series A funding to expand its voice-based AI agents for customer support.
• Micron's stock has nearly doubled over the past year due to high demand for AI chips and new memory technology.
• Concerns over high AI stock valuations led to a market decline on November 4, 2025, with the Nasdaq dropping over 2%.
• Financial advisors recommend diversifying AI stock holdings to mitigate risks, suggesting options strategies and investments beyond top AI companies into supporting industries.

AMD expects strong Q4 after record Q3 sales

AMD forecasts strong revenue growth in Q4 following record Q3 sales. The company's data center segment, including AI chips, saw a 22% increase to $4.3 billion in Q3. CEO Lisa Su highlighted a major deal with OpenAI for MI450 GPUs, starting in late 2026, which could generate over $100 billion in revenue. AMD also plans to ramp up its MI355 and MI450 series GPUs through 2026. The Q4 guidance does not include shipments of Instinct MI308 to China.

AMD and OpenAI partner for 100 billion dollar AI boost

AMD announced a major long-term partnership with OpenAI, expecting over $100 billion in future revenue. This collaboration will use AMD's new Instinct GPUs, especially the MI450, to power large-scale AI systems. The first phase, starting in late 2026, involves one gigawatt of MI450 GPUs for AI computing clusters. CEO Lisa Su stated this deal is crucial for building AI computing power for the next decade. This partnership strengthens AMD's position against competitors like Nvidia in the high-performance AI chip market.

AMD sees record profits from AI gaming and PC sales

AMD reported record profits in Q3 2025, with overall revenue up 36% to $9.2 billion. While data center revenue grew 22% to $4.3 billion, client and gaming revenue also surged 73% to $4 billion. PC processor sales reached a record high, and gaming graphics revenue increased by 181% to $1.3 billion, driven by the Radeon 9000 family. CEO Lisa Su noted that AMD's next-gen AI chips, the MI450 series, will ramp up in the second half of 2026. This shows AMD has a strong business beyond just AI.

Wall Street predicts huge AI sales growth by 2028

Analysts from Morgan Stanley predict that AI sales in cloud and software companies will grow over 600% to exceed $1 trillion annually by 2028. They recommend investing in Alphabet and Datadog. Alphabet, a major adtech company, uses generative AI and saw its Q3 revenue rise 16% to $102 billion. Datadog, a leader in AI for IT operations, reported Q2 revenue up 28% to $827 million. Both companies are expected to see strong earnings growth in the coming years.

Intel and Alphabet are top AI stocks to buy

Investing in AI infrastructure companies like Intel and Alphabet can be a smart long-term strategy. Intel reported better-than-expected Q3 2025 earnings, with revenue reaching $13.7 billion. The company strengthened its finances with $20 billion in cash from various deals and expects a $5 billion investment from Nvidia. Intel is also making progress in its chip manufacturing with the 18A process node. Alphabet is using its AI capabilities to boost business, seeing Q3 2025 revenue increase 16% to $102.3 billion. Both companies play a crucial role in building AI infrastructure.

Markets fall as AI stock valuations raise concerns

On November 4, 2025, major stock markets fell, with the Nasdaq dropping over 2%, due to concerns about high AI stock valuations. Several companies released their Q3 earnings after the market closed. AMD reported strong results, beating revenue and earnings estimates, and raised its Q4 guidance. Amgen also surpassed expectations with higher earnings and revenue. Rivian posted better-than-expected negative earnings, and Super Micro Computer had mixed results. Pinterest, however, missed earnings for the fourth time, causing its shares to drop significantly.

AMD shows strong Q3 results and big AI deals

AMD reported strong third-quarter results, with sales reaching US$9.25 billion and net income at US$1.24 billion. The company also gave positive revenue predictions for the next quarter. AMD recently secured major AI hardware deals with partners like OpenAI and Oracle. Additionally, new government partnerships, including one with the U.S. Department of Energy for advanced supercomputers, highlight AMD's growing role in AI technology.

Giga raises 61 million dollars for voice AI expansion

Giga, a San Francisco startup, raised $61 million in Series A funding to expand its voice-based AI agents for customer support. Founded by Varun Vummadi and Esha Manideep, Giga is already working with DoorDash to streamline customer service. The company's AI system can deploy quickly and perform multiple actions in real-time, like listening, understanding, and responding in under half a second. Giga addresses language and accent challenges by using multi-lingual AI and allowing native language options. The startup plans to expand its services into finance and healthcare next.

Micron stock doubles amid AI chip demand

Micron's stock has seen a significant increase, nearly doubling in price over the past year. This growth is largely due to high demand for AI chips and new developments in memory technology. In the last month alone, the stock rose 16.1%, though it experienced a slight dip of 1.7% this past week. Investors remain optimistic about Micron's future in the AI market, despite ongoing discussions about supply chain issues.

Advisors suggest ways to diversify AI stock holdings

Financial advisors are helping clients manage the risks of having too many AI stocks in their portfolios. Kurt Nye suggests using options strategies, tax-loss harvesting, and exchange funds to diversify. Anshul Sharma focuses on disciplined portfolio construction and expanding investments beyond top AI companies to include supporting industries like infrastructure and utilities. Stephen Tuckwood recommends shifting equity investments towards quality, value, and cash-generating companies to reduce reliance on big tech. Advisors warn that market enthusiasm for AI could lead to overvaluation, similar to the dot-com bust.

Five stocks to buy fueled by AI boom and Q3 earnings

The AI infrastructure market is booming, with "Magnificent 7" companies investing $380 billion in 2025. This surge in AI and data center demand creates opportunities for investors. Five recommended stocks include Vertiv Holdings Co., Mirion Technologies Inc., Comfort Systems USA Inc., Celestica Inc., and Corning Inc. Vertiv Holdings reported strong Q3 performance, benefiting from its product portfolio and a key partnership with NVIDIA. Mirion Technologies, which provides radiation detection, also beat earnings estimates in Q3. These companies are well-positioned for long-term growth.

C3.ai Executive Chairman reports stock transactions

C3.ai's Executive Chairman, Thomas M Siebel, reported recent stock transactions. On November 1, 2025, he converted 53,125 restricted stock units into Class A shares. Two days later, he sold 27,545 shares at an average price of $17.30 to cover tax withholdings. On November 4, 2025, he gifted 25,580 shares, moving them from his direct ownership to a family trust. After these actions, his indirect holdings include over 1.9 million shares through The Siebel Living Trust.

Sources

• [News] AMD Forecasts Strong Q4 After Record Q3 Sales, Flags China and 2026 AI Chip Ramp-up
• AMD Announces $100 Billion Partnership with OpenAI to Boost AI Technology
• AMD posts record profits but it's not just all about endless chips for generating AI slop, gaming CPU and GPU sales are booming, too
• AI Sales May Soar 600% by 2028: 2 Brilliant AI Stocks to Buy Now, According to Wall Street
• 2 Artificial Intelligence (AI) Stocks to Buy With $500 and Hold for Decades
• Markets Stay Lower on Valuation Questions: AI, etc.
• Will Strong Q3 Results and Major AI Deals Redefine AMD's (AMD) Investment Narrative?
• Giga raises $61 million to expand enterprise voice AI, starting with DoorDash
• Is Micron a Smart Play After AI Chip Boom Doubles Its Share Price?
• Financial advisors share how to diversify out of concentrated AI positions
• Buy These 5 Stocks Powered by Solid Q3 Earnings and AI Boom
• [Form 4] C3.ai, Inc. Insider Trading Activity