AMD: A quick Timeline of a Major Turnaround.

🚀 AMD: From Near Collapse to Industry Force 🚀

In 2012, AMD was in trouble.

Revenue had plunged, debt was heavy, and many doubted if the company could survive.

Fast forward to today — AMD isn’t just surviving.

It’s competing head-to-head with Intel Corporation and NVIDIA, reshaping the future of CPUs, GPUs, and AI infrastructure.

AMD just formed a partnership with OpenAI for AI data centres, with OpenAI committing to purchase 6 gigawatts of AMD’s MI450 chips.

OpenAI will receive warrants for up to 160 million AMD shares, about 10% of the company, at 1 cent per share, tied to deployment milestones.

What changed?

🔹 Leadership: Lisa Su took the helm in 2014 and made hard calls — fewer bets, sharper focus, execution discipline.

 🔹 Architecture: The Zen revolution put AMD back in the CPU fight. Step by step, each generation delivered — not hype, but measurable performance gains.

🔹 Resilience: When consumer markets softened, AMD leaned on data center, server, and AI acceleration. Revenue volatility turned into revenue resilience.

🔹 Expansion: The Xilinx acquisition and recent AI system plays signal something bigger — AMD is no longer just a chip vendor. It’s building the systems powering the AI era.

This turnaround story is proof that even in one of the toughest, most capital-intensive industries in the world, a disciplined strategy can flip the narrative. Will AMD catch up to Nvidia? Probably not but with its growth potential, market momentum and solid financial commitments, as stated in a piece I wrote a few months ago about AMD (link below),it doesn’t need to.

https://chris-newsletter-10ce27.beehiiv.com/p/mcdonalds-earnings-if-you-want-a-gauge-on-the-financial-health-of-the-american-consumer-look-at-mick