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AMD Stock Struggles Amid AI Competition, Down 25% as Nvidia Dominates Market

by Team Lumida
February 7, 2025
in AI
Reading Time: 2 mins read
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Key Takeaways:

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  • AMD shares have fallen 25% since December 2023, while competitor Nvidia surged 160%
  • Company’s reluctance to provide AI accelerator forecast raises market concerns
  • AMD holds 10.3% market share in server GPU shipments versus Nvidia’s 89%

What Happened?
AMD’s recent earnings report revealed a cautious outlook for AI accelerator chip sales, with CEO Lisa Su projecting flat sales for the first half of 2025. The company broke from its recent practice by not providing annual AI revenue guidance. This comes amid increasing competition from Nvidia and emerging players like DeepSeek, which claims to offer comparable performance at lower costs.

Why It Matters?
The market’s reaction reflects growing concerns about AMD’s competitive position in the AI chip market. Despite overall strong financials and positive revenue forecasts, the lack of clear AI guidance has prompted analyst downgrades. However, with major tech companies like Alphabet and Amazon announcing significant AI infrastructure investments, opportunities remain for secondary suppliers like AMD.

What’s Next?
AMD plans to release a new chip mid-2025, which could reverse the current slowdown. With shares trading at 23 times estimated earnings, below their five-year average, some analysts view the stock as “de-risked.” Wall Street expects 24% revenue growth and tripled net earnings in 2025, suggesting potential upside despite near-term challenges. Investors will closely monitor AMD’s ability to capture market share in the expanding AI infrastructure market.

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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

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Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

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