AMD Unveils AI Roadmap at Highly Anticipated Analyst Day

On November 11, 2025, chipmaker Advanced Micro Devices (AMD) is set to hold its first-ever analyst day event. This highly anticipated event is expected to provide investors with a deeper insight into the company's strategic direction, particularly its plans for the rapidly growing artificial intelligence (AI) market.

At the center of attention will be AMD's CEO, Lisa Su, who is widely anticipated to offer more details on the company's AI roadmap. Analysts from major financial institutions, including Bank of America, Citi, and Jefferies, have indicated that they will be closely watching for any updated financial targets and a broader estimate of AMD's total addressable market, which could be boosted by the surging demand for AI-powered technologies.

The event comes on the heels of a strong performance by AMD, which reported record quarterly results last week and an upbeat outlook driven by the growing demand for its data center chips. However, the stock's muted reaction to these strong earnings has raised some concerns about a potential "AI bubble" among investors. The reaction to AMD's updates at the analyst day could either bolster the company's upward trajectory or underscore the growing uncertainty surrounding AI-focused stocks.

With AMD's shares having roughly doubled in value so far in 2025, the analyst day event presents a crucial opportunity for the chipmaker to further solidify investor confidence and outline its vision for the future, particularly in the rapidly evolving AI landscape.