AMD's faith is at an all-time high, but their performance outlook cannot keep up with the imagination space brought by the large orders from OpenAI.

According to the Wise Finance APP, AMD, long known as NVIDIA's biggest competitor in the data center and PC chip sectors, released its latest performance report on Wednesday morning Beijing time. AMD is one of the few companies in the world that can compete with NVIDIA's "NVIDIA AI GPU series products" in terms of GPU-level computing power in the field of AI infrastructure. Therefore, some top Wall Street investment institutions are very optimistic about AMD continuously eroding NVIDIA's monopolistic position of a market share of 90 billion US dollars, and achieving a growth rate far stronger than NVIDIA's explosive performance expansion curve. After AMD reached a 6GW AI GPU computing power procurement agreement with OpenAI and an innovative "equity-AI computing power supply bet contract," the market outlook for AMD's fundamentals and future valuation has become increasingly optimistic.