China’s AI Chip Exports, OpenAI’s Major 6-Gigawatt Partnership, Zen 6 Developments, and Wall Street Predictions

As Advanced Micro Devices, Inc. (NASDAQ: AMD) approaches the end of 2025, it faces a mixed narrative: increasing AI infrastructure demand outside hyperscalers and new export regulations affecting high-performance computing shipments to China. On December 24, AMD shares traded at $215.04, reflecting a volatile trading environment ahead of the holidays. AMD’s AI strategies are intertwined with geopolitics, including a recent licensing arrangement that permits limited chip sales to China, allowing potential orders from major buyers like Alibaba. Additionally, cloud provider Vultr is investing $1 billion in AMD’s GPU technology to diversify AI infrastructure. AMD’s roadmap includes ambitious projects with OpenAI, pointing to a long-term strategy focused on rack-scale AI systems. However, legislative developments, like the proposed SAFE Chips Act, threaten future revenue opportunities. As the landscape evolves, investor attention will focus on AMD’s capacity to convert current momentum into sustainable growth while navigating complex export challenges in 2026.

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