AMD Just Got Punched In The AI Arms Race. Is The Long-Term Story Actually Broken?
TL;DR
Quick Summary
- AMD is having its worst month since 2022, down roughly 23% in November 2025, after reports Meta may buy Google’s AI chips instead of relying on Nvidia or AMD.
- The selloff is about narrative and competition fears, even as AMD just posted record Q3 2025 revenue and laid out an aggressive long-term AI and data center growth plan.
- For long-term investors, the key call is whether AMD remains a top-tier AI compute player in a market where Big Tech is increasingly designing its own chips.
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Disclaimer: KAHROS is a financial media and technology company. The Services, including any AI-generated content and articles, are for informational purposes only and do not constitute financial, legal, tax, or investment advice, nor an offer or solicitation to buy or sell any securities. Market information may be time-sensitive, incomplete, or subject to change without notice. We are not a registered broker-dealer or investment advisor. Please refer to our Terms of Service for more details.
