Northwise Company Research
ADVANCED MICRO DEVICES INC
AMDTechnology & AI · AI & Compute Infrastructure
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$465.58
End-of-day price · Aug 28, 2026
Financial Model
AMD Financial Model
Structured Northwise model framework, scenario architecture, and revision history. Investment conclusions and valuation outputs are reserved for Premium members.
Premium Excel Workbook
AMD Financial Model
A downloadable workbook will appear with the next attached model revision.
Current Revision
Apr 12, 2026
2026-04-12 AMD imported model
Scenarios
4
Dynamic scenario framework
Model History
1 published revision
First model · Apr 12, 2026
Valuation Framework
Methods currently used by the published Northwise model. Methodology is public. Valuation outputs remain protected.
Legacy report scenario blend
Latest Model Report
Model ReportPremium ReportApr 11, 2026
AMD Stock Forecast 2030
Primary Northwise model research for ADVANCED MICRO DEVICES INC
Read reportRecent Research
More Northwise Research on ADVANCED MICRO DEVICES INC
Research NotePublic Research
AMD Sovereign AI Infrastructure
Jan 21, 2026
AMD Sovereign AI Infrastructure: Why AMD Benefits From Regulated and National AI Systems As governments and regulated institutions build domestic AI capacity, AMD’s open, interoperable approach aligns with how sovereign compute is procured and deployed. Sovereign AI Is Shifting From Policy Concept to Infrastructure Mandate Sovereign AI has moved out of white papers and strategy […]
Research NotePublic Research
AMD Total Addressable Market
Jan 19, 2026
AMD Total Addressable Market: Why AMD Wins Without Winning the AI Model Wars AMD’s long term opportunity expands with the scale of global AI infrastructure, shaped by supply constraints, procurement dynamics, and the physical limits of compute deployment. AMD’s Position in the AI Accelerator Market The market continues to frame AMD’s total addressable market as […]
Research NotePublic Research
Would Meta Ever Acquire AMD?
Jan 13, 2026
AMD Stock Analysis: What Would Have to Be True for Meta to Acquire AMD A strategic stress test of vertical integration at gigawatt scale The State of AI Compute The question of whether Meta Platforms could acquire Advanced Micro Devices does not belong to the category of conventional merger speculation. It arises from a structural […]
Research NotePublic Research
NVDA vs AMD
Dec 23, 2025
NVDA vs AMD: Why NVIDIA Is Moving Beyond GPUs Why the AI accelerator market is shifting from chip dominance to full stack compute systems Executive Framing This piece is not a bet against NVIDIA, nor is it an argument that AMD is about to displace the market leader. NVIDIA remains the dominant supplier of accelerated […]
