The Rundown AMD Soars on Rosy AI Outlook, On Running Jumps 20% After Raising Guidance
16 snips
Nov 12, 2025 In the latest discussion, AMD showcases its ambitious AI growth plans, citing a remarkable 35% revenue increase and a strategic challenge to Nvidia. On Running surprises with a 25% sales boost and an optimistic full-year outlook, while deciding against holiday discounts. Meanwhile, Oklo experiences a stock rally despite ongoing losses, driven by interest in modular reactors. The episode also highlights a bullish sentiment among CEOs, suggesting a potential economic upswing.
AI Snips
Chapters
Transcript
Episode notes
AMD Targets Rapid AI-Driven Growth
- Lisa Su says AMD expects AI chip demand to drive 35% annual revenue growth over the next 3–5 years.
- AMD plans to use MI400 GPUs and Helios racks to take double-digit market share from NVIDIA.
AMD’s Data Center Strategy Explained
- AMD forecasts its data center AI business to grow about 60% per year as companies keep buying GPUs.
- The MI400 and Helios rack architecture aim to link thousands of GPUs into server-scale systems to compete with Nvidia.
Nvidia’s Dominance May Be Challenged
- NVIDIA currently controls roughly 90% of the AI chip market but AMD expects to reach double-digit share.
- The host thinks AMD won't overtake Nvidia but could play a strong 'Pepsi' role in a large market.