Key Takeaways MU's HBM revenue topped $1B in Q2 FY25, boosted by AI and data center demand. MU's 2025 EPS estimate rose 12.1% to $7.77, signaling 497.69% year-over-year growth. AMD's Data Center revenues jumped 57.2% in Q1 2025, driven by EPYC and Instinct GPU demand.Advanced Micro Devices (AMD) and Micron Technology (MU) are major players in the semiconductor industry. AMD is primarily known for producing CPUs, GPUs, and other integrated circuits, while Micron Technology specializes in memory and storage ...

— Nokia Cloud Platform will use 5th Gen AMD EPYC CPUs for leadership performance and energy efficiency across virtualization deployments — SANTA CLARA, Calif., June 10, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ: AMD) today announced that Nokia has included 5th Gen AMD EPYC™ processors to power the Nokia Cloud Platform, bringing the leadership performance and performance per watt to next-generation telecom infrastructure. “Telecom operators are looking for infrastructure solutions that combine performance, scalab ...

Advanced Micro Devices (AMD) shares have soared 31.4% in the past month, outperforming the Zacks Computer and Technology sector’s increase of 19.4% and the Zacks Computer – Integrated Systems industry’s growth of 22.5%.The outperformance can be attributed to AMD’s expanding portfolio, accretive acquisitions and rich partner base. The strong adoption of fifth-gen EPYC Turin processors and expanding Instinct AI accelerator deployments across hyperscalers and enterprises have also been major growth drivers for ...