AMD joins $1 trillion club, speeds up chase of Nvidia on AI chips - 디지털투데이
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AMD has surpassed a $1 trillion market value, driven by expanding demand for artificial intelligence chips and strong results. On Sept. 21, foreign media outlets including blockchain publication Cryptopolitan reported that AMD joined the ranks of $1 trillion semiconductor companies as record results and rising demand for AI chips pushed its market value above $1 trillion. The market no longer sees AMD as only Nvidia's closest rival, and is evaluating it as a key supplier of computing power to data centres. AMD's fiscal 2026 second-quarter revenue was $11.5 billion, up 50% from a year earlier. Data centre revenue rose 107% from a year earlier to $6.7 billion. Non-GAAP earnings per share were $1.66, up 82% from a year earlier. AMD is sustaining its growth momentum on expanding demand for AI and data centres. There have also been reports that AMD will raise product prices by 10 percent, drawing attention to the possibility of further revenue growth. The price increase, however, is based on external reports rather than guidance presented in AMD's official earnings release. As demand for AI chips has become a key growth engine for the semiconductor market, AMD's corporate value is also becoming more closely tied to its AI business. In particular, a strategic partnership with Anthropic announced in July increased market interest in AMD's AI expansion. Anthropic plans to adopt AMD...
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