The chip designer, known for steadily gaining ground against Intel in central processing units (CPUs), has been aiming to capture a larger share of the AI data center market, which has seen explosive demand. Analysts expect AMD to showcase its next-generation MI400 series, slated for launch in 2026, featuring multiple variants designed for scientific workloads and generative AI applications. Alongside the MI400 chips, AMD plans to introduce a complete server rack, analogous to Nvidia’s GB200 NVL72, signaling a push into integrated AI hardware solutions.
Analyst days at AMD typically feature presentations from business unit heads outlining multi-year financial projections and strategic priorities. While AI chips are expected to take center stage, the company will likely discuss its PC and gaming chip segments, as well as its programmable chip unit, highlighting the broader scope of its semiconductor operations.
The event comes on the heels of AMD’s fourth-quarter revenue forecast, which exceeded Wall Street expectations. Executives cited strong demand for AI chips and growing data center CPU sales as drivers of optimism for the remainder of 2025.
A key milestone for AMD has been its multiyear agreement with OpenAI, announced in October, which is expected to generate over $100 billion in revenue over four years from OpenAI and other customers. As part of the deal, OpenAI receives warrants allowing it to acquire up to a 10% stake in AMD. The partnership provides a significant boost for AMD, which has yet to capture the outsized AI market returns that Nvidia currently enjoys.
Tuesday’s analyst day, beginning at 1 p.m. EST (1800 GMT), is being closely watched by investors and industry observers eager for insight into how AMD plans to translate AI opportunities into long-term growth amid intensifying competition.