Semiconductor manufacturer AMD reached a market value of $1 trillion this Monday, the 21st, which is equivalent to approximately R$ 5.12 trillion. This increase was driven by expectations of growth in dedicated artificial intelligence computing, causing the company's shares to rise by 9.6% during the morning.
This new valuation level positions the company in a range similar to giants such as Nvidia, Broadcom, and Micron. This appreciation demonstrates investor confidence in AMD's progress in its offerings of GPUs, CPUs, and complete solutions focused on artificial intelligence.
With its headquarters located in Santa Clara, California, AMD is seen as Nvidia's main rival in the Graphics Processing Unit (GPU) segment, which is essential for running AI tasks. To capture a larger share of this sector, the company has begun offering integrated systems, including processors, network equipment, and other necessary components.
The advancement is also evident in Central Processing Units (CPUs), which operate alongside GPUs in servers running artificial intelligence models. This area has helped the manufacturer expand its market share compared to Intel.
AMD's shares reached $613.50 (R$ 3,141.12), marking the company's all-time high value. Since the beginning of September, the stocks have shown an accumulated increase of over 26%. The appreciation gained momentum after AMD announced a quarterly revenue projection that exceeded Wall Street estimates, although it fell short of investors' most optimistic expectations.
This market movement occurred parallel to the rise of other industry corporations. Meanwhile, Nvidia reached the $1 trillion mark in 2023 and currently exceeds $5 trillion (R$ 25.6 trillion) in market value.
In October of the previous year, the United States government signed a $1 billion (R$ 5.12 billion) partnership with AMD. The goal of this collaboration is to develop supercomputers intended for scientific research, with these equipment being applied in crucial areas such as nuclear energy, cancer treatment, and national security. The project also covers investigations into nuclear fusion, defense technologies, and the development of new medicines.
Scientific Research Prospects
The U.S. Secretary of Energy, Chris Wright, informed Reuters in 2025 that 'we have made great progress, but the plasmas are unstable and we need to recreate the Sun's core on Earth.' According to Wright, the application of artificial intelligence in these systems has the potential to accelerate research, potentially leading to practical advances in fusion energy generation within the next two or three years.
