$NVIDIA(NVDA)$ The stock is getting hit hard, down more than 8%, but the long-term growth story still looks intact to me.
Wall Street estimates AMD revenue could scale from roughly $35B today to over $100B by 2028.
The growth thesis is built on expanding AI opportunities, including partnerships and demand from big players like META, OpenAI, Anthropic, and ORCL.
AMD's upcoming MI450 accelerators are expected to compete directly with NVDA in large-scale AI data center deployments.
Revenue estimates:
FY2025: $34.6B
2026: $49.7B
2027: $79B
2028: $107.6B
That would put Lisa Su's $100B revenue goal ahead of schedule.
The weakness today feels more tied to the broader semiconductor selloff rather than anything AMD-specific.
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