Second-quarter revenue hit a record $11.5 billion, up 50% year-over-year, with data center revenue alone climbing 107% to $6.7 billion. Su has pegged the AI data center chip market at $1.4 trillion annually by 2030 and forecasts that AMD’s own data center sales will roughly double once more in 2027. The next several quarters of Helios shipments and MI450 adoption will show whether AMD’s growth can keep outrunning a stock price that already assumes a lot goes right. How that plays out against Nvidia’s own roadmap, more than the Taalas deal itself, is likely what decides where AMD’s stock goes from here. If you are looking for an AI stock that is more promising than AMD and that has 10,000% upside potential, check out our report about this cheapest AI stock.