AMD now has Ryzen 100 Zen 3+ CPUs, Ryzen 10-series Zen 2 CPUs alongside Ryzen AI 300, 9000, 8000, and 7000 series. Phew.

Advanced Micro Devices (NASDAQ:AMD) stock is having a pretty easy time outperforming Nvidia (NASDAQ:NVDA) so far this year, with an impressive 95% gain year to date versus just 31% for NVDA stock. Indeed,

The deal with OpenAI shows AMD is competitively positioned to benefit from the buildout of new data centers to support growing demand for AI services like ChatGPT. OpenAI already has over 700 million weekly users, and that figure will likely grow into the billions, considering how powerful these AI models are becoming.

GPU pricing remains relatively stable month-over-month, but Nvidia's GeForce RTX 5090 is still in short supply, allowing retailers to charge a premium.

AMD Gorgon Point is the codename for the next generation of mobile Ryzen CPUs. There's a good chance that they will launch using the name "Ryzen AI 400" to follow up the current Ryzen AI 300 mobile chips available now in laptops. Based on leaked internal slides, it appears that AMD is targeting 2026 to launch its next-gen Gorgon Point mobile CPUs.

AMD’s flagship Instinct MI350 chips, developed on the CDNA 4 architecture, aim to deliver up to four times more AI compute along with 35 times faster inference compared to their predecessors.

AMD stock has hit a record high ahead of the Q3 earnings report. AMD is well-positioned for a robust rebound in its AI data center business in Q3.