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.

Preliminary results from research firm Gartner show an 8% boost in worldwide third-quarter PC shipments. For the fourth quarter, AMD expects adjusted gross margin of 54%, compared with estimates of 54.5%. In the third quarter, it recorded an adjusted gross margin of 54%, which slightly topped estimates.

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.

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.

Even though the costs of keeping up with demand have impacted Nvidia's bottom line, its $45 billion in net income in the first half of the year still rose by 43%. Such growth levels make a 59 P/E ratio easier to justify, even for more conservative investors.

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