Nvidia CEO Jensen Huang has projected that AI infrastructure spending will reach $3 trillion to $4 trillion by the end of the decade. After a slate of multiyear, multi-gigawatt deals between OpenAI with AMD,

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AMD has posted its Q3 2025 financial results, with its Gaming revenue soaring by a massive 181% thanks to 'strong demand' for Radeon GPUs.

Big Tech earnings results show demand for AI compute is outstripping supply, and the willingness to spend bodes well for Nvidia, AMD and Broadcom, a Cantor analyst says.

Advanced Micro Devices ( AMD +7.63%) hasn't fared well in the artificial intelligence (AI) race so far. It has been beaten out by one of its rivals, Nvidia ( NVDA +2.26%). Nvidia has captured a huge chunk of the AI computing market, with AMD only being around as a much cheaper alternative. Almost nobody was using AMD's platform.

In other words, it is possible to be more confident about the company's continued operational momentum for the rest of the year, as Dr. Lisa Su (AMD's CEO) mentioned in the earnings release: "Our record third quarter performance and strong fourth quarter guidance marks a clear step up in our growth trajectory as our expanding compute franchise and rapidly scaling data center AI business drive significant revenue and earnings growth.

Advanced Micro Devices said Tuesday its revenue rose 36% to $9.2 billion in the third quarter, beating its earlier projection by 8 percentage points. But AMD also projected revenue in the current quarter would rise 25% to $9.

In Q3, the chipmaker's data center revenue grew 22% year over year, which was solid, given that the company had no sales of its artificial intelligence (AI)-enabling GPU chips in China.

Nvidia and AMD have agreed to share 15% of their revenues from chip sales to China with the U.S. government, as part of a deal to secure export licenses

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