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BUSINESS · JUL 25, 2025
AMD Targets AI Inference Market Amid Trade Shifts
Advanced Micro Devices is shifting its strategy toward the AI inference market while navigating trade changes in China and Saudi Arabia.
Advanced Micro Devices is repositioning its business strategy to target the AI inference market, which the company projects will have a larger total addressable market than AI training. This strategic pivot comes as the company's stock continues to experience high volatility and underperforms major indexes.
The company is also navigating shifts in international trade. Restrictions on business in China have been lifted, altering the company's global outlook. Additionally, a deal with Saudi Arabia is now viewed as a source of additional revenue rather than a means to offset losses in the Chinese market.
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