<div id="readability-page-1"><div><ul> <li>AMD (NasdaqGS:AMD) is working with Tata Consultancy Services to co-develop industry specific AI solutions for enterprise clients.</li> <li>Meta Platforms is adopting AMD's MI455X accelerators for its AI infrastructure, adding a large scale cloud customer to AMD's data center roster.</li> <li>AI related demand for AMD's data center chips is reported to be strong at a time when Intel is facing supply issues in key segments.</li> </ul> <p>For investors, these updates put AMD's AI push front and center. The company is known for CPUs and GPUs, and the recent focus is firmly on data center and AI accelerators where demand is closely tied to cloud, social media, and enterprise workloads.</p> <p>The partnership with Tata Consultancy Services aims to embed AMD hardware into real world AI solutions across industries. Meta's use of MI455X accelerators points to interest from hyperscale customers. With AI driven demand and reported supply constraints at a major rival, AMD's current positioning in server and AI markets is an area many investors will be watching closely.</p> <p>Stay updated on the most important news stories for Advanced Micro Devices by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Advanced Micro Devices.</p> <figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/57364f63-e1c6-49b0-8837-5f683a25be11/chart/earnings-and-revenue-growth?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/57364f63-e1c6-49b0-8837-5f683a25be11/chart/earnings-and-revenue-growth"/><figcaption>NasdaqGS:AMD Earnings &amp; Revenue Growth as at Jan 2026</figcaption></figure> <p>How Advanced Micro Devices stacks up against its biggest competitors</p> <h3>Quick Assessment</h3> <ul> <li><strong>✅ Price vs Analyst Target</strong>: At US$259.68, AMD trades about 9% below the US$286.59 analyst consensus target.</li> <li><strong>✅ Simply Wall St Valuation</strong>: Simply Wall St estimates the shares are trading 20.2% below fair value.</li> <li><strong>✅ Recent Momentum</strong>: The stock has returned 20.8% over the last 30 days.</li> </ul> <p>Check out Simply Wall St's in depth valuation analysis for Advanced Micro Devices.</p> <h3>Key Considerations</h3> <ul> <li>📊 The TCS partnership and Meta adoption of MI455X connect AMD's AI hardware directly to enterprise and hyperscale workloads, which many investors watch closely.</li> <li>📊 It may be useful to monitor data center revenue, MI455X adoption across other cloud customers, and how the current 135.0x P/E compares with the 40.8x industry average.</li> <li>⚠️ One flagged issue is significant insider selling over the past 3 months, which some investors may view as a caution signal.</li> </ul> <h3>Dig Deeper</h3> <p>For the full picture including more risks and rewards, check out the complete Advanced Micro Devices analysis.</p> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

Meta Q4 Earnings

On October 26th, after the U.S. stock market closed, chip giant Intel released its Q3 2023 financial report. The report showed that Intel's total revenue in the third quarter fell 8% year-on-year to $14.16 billion, marking the seventh consecutive quarter of declining sales, although it was still higher than the market expectation of $13.53 billion. In the second quarter, revenue had previously dropped 15% year-on-year, and the company expects revenue to return to growth in the fourth quarter. However, the sales of the Network and Edge Group (NEX), which includes IoT and other segments, fell 32% year-on-year to $1.5 billion. More importantly, the server chip division, named "Data Center and Artificial Intelligence," has yet to recover growth, with third-quarter revenue declining 10% year-on-year to $3.8 billion. Facing multiple competitive pressures, do you think Intel can turn the tide in the AI era?

<p><span style="background-color:rgb(255,255,255);color:rgba(0,0,0,0.9);">On October 26th, after the U.S. stock market closed, chip giant Intel released its Q3 2023 financial report. The report showed that Intel's total revenue in the third quarter fell 8% year-on-year to $14.16 billion, marking the seventh consecutive quarter of declining sales, although it was still higher than the market expectation of $13.53 billion. In the second quarter, revenue had previously dropped 15% year-on-year, and the company expects revenue to return to growth in the fourth quarter.</span></p><p> </p><p style="margin-left:0px;"><span style="background-color:rgb(255,255,255);color:rgba(0,0,0,0.9);">However, the sales of the Network and Edge Group (NEX), which includes IoT and other segments, fell 32% year-on-year to $1.5 billion.</span> More importantly, the server chip division, named "Data Center and Artificial Intelligence," has yet to recover growth<span style="background-color:rgb(255,255,255);color:rgba(0,0,0,0.9);">, with third-quarter revenue declining 10% year-on-year to $3.8 billion.</span></p><p style="margin-left:0px;"> </p><p style="margin-left:0px;"><span style="background-color:rgb(255,255,255);color:rgba(0,0,0,0.9);">Facing multiple competitive pressures, do you think Intel can turn the tide in the AI era?</span></p>

In the AI era, can Intel win a comeback?

<p>AMD is collaborating with Tata Consultancy Services to develop AI solutions for enterprises and has gained Meta Platforms as a large-scale customer for its MI455X accelerators. This partnership highlights AMD's focus on AI and data center markets, especially as demand for its chips remains strong amid Intel's supply issues. Currently, AMD's stock trades 9% below the analyst target and 20.2% below fair value, with a recent 20.8% return. However, significant insider selling raises caution for some investors.</p>

- AMD is collaborating with Tata Consultancy Services to create AI solutions for enterprise clients, while Meta Platforms has adopted AMD's MI455X accelerators for its AI infrastructure.  
- The demand for AMD's data center chips is increasing, especially as Intel faces supply challenges, making AMD's AI initiatives a focal point for investors.  
- Key metrics indicate AMD's stock is currently trading below analyst targets and fair value, with insider selling raising potential caution among investors.

AMD AI Partnerships And Valuation: How TCS And Meta Shape The Story