Arm Recruits Amazon AI Executive to Enhance Its Chip Development Strategy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 18 2025
0mins
Should l Buy AMD?
Source: Reuters
Arm Holdings' New Hire: Arm has appointed Rami Sinno, previously an AI chip director at Amazon, to enhance its efforts in developing complete chips.
Shift in Strategy: Traditionally focused on designing processor architecture, Arm is now investing profits into creating its own chips and systems, including smaller chiplets.
Market Position: Arm's technology is integral to nearly all smartphones and is gaining traction in the data center market, challenging established players like AMD and Intel.
Expansion Efforts: The company is actively recruiting talent from competitors to strengthen its capabilities in chip design and development.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AMD?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 278.260
Low
210.00
Averages
289.13
High
377.00
Current: 278.260
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing and artificial intelligence (AI). Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes AI accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
S&P 500 Hits Record High as Oil Prices Plunge
- Strong Market Performance: The S&P 500 reached a new record high on Friday after Iran announced the Strait of Hormuz was 'completely open,' indicating a significant improvement in market sentiment, while oil prices fell over 10%, with WTI crude dropping to the low $80s, reflecting investor optimism about future economic recovery.
- Interest Rate Expectations Shift: The market is beginning to price in a 25-basis-point cut in December, indicating a reduction in investor concerns about economic slowdown, and the anticipated decline in rates is expected to further stimulate consumption and investment, driving stock market gains.
- Arm Holdings Strategic Shift: Arm recently unveiled its first in-house data center CPU, the AGI CPU, marking a significant transition from solely licensing to designing and selling its own chips, with projections of generating $25 billion in revenue by FY2031, $15 billion of which will come from these in-house chips, showcasing its ambitions in the semiconductor market.
- FedEx Spin-Off Plan: FedEx plans to spin off FedEx Freight on June 1, aiming to enhance the value of both companies through sharper strategic focus, with FedEx Freight being the largest LTL carrier in North America, and a medium-term revenue growth outlook of 4% to 6% expected to further strengthen its market competitiveness.
See More
Cerebras Initiates IPO Process with S1 Filing
- IPO Process Initiation: Cerebras plans to file its S1 on Friday, officially starting the IPO process, which signifies the company's further development and financing opportunities in the AI chip market.
- Cloud Service Expansion: Beyond selling chips, Cerebras operates its own data centers to provide cloud services, with plans to deliver up to 750 megawatts of computing power to OpenAI by 2028 under a contract valued at over $10 billion, showcasing its strong capabilities in the AI sector.
- Funding and Valuation: Prior to withdrawing its IPO application, Cerebras successfully raised $1.1 billion in September, achieving a valuation of $8.1 billion, reflecting the market's high regard for its technology and growth potential.
- Intensifying Market Competition: As AI technology rapidly evolves, Cerebras faces fierce competition from companies like Nvidia and AMD; however, its large-scale processors' high-speed capabilities provide a unique competitive edge in meeting user demands.
See More
Cerebras Plans Initial Public Offering
- IPO Filing Plan: Cerebras is set to file for an initial public offering on Friday, which is expected to attract investor interest, particularly against the backdrop of rapid growth in the AI sector, potentially enhancing the company's valuation.
- Funding Support: In a funding round announced in September, Cerebras was valued at $8.1 billion, while OpenAI plans to spend over $20 billion on Cerebras products in the coming years, indicating strong market demand for its technology.
- Cloud Service Transformation: Cerebras has begun operating its chips within its own data centers to provide cloud services, with plans to deliver up to 750 megawatts of computing power to OpenAI by 2028 under a contract valued at over $10 billion, further solidifying its market position.
- Investor Interest: As AI companies like Anthropic and OpenAI consider going public, Cerebras's IPO plans may spark retail investor interest, especially following a drought in IPOs in 2022, indicating a rising demand for large tech companies.
See More
Analysis of QQQM ETF's 52-Week Price Fluctuations
- Price Range Analysis: QQQM ETF's 52-week low is $176.19 per share, with a high of $266.60, and a recent trade at $266.16, indicating stability near its peak, which may attract investor interest in its price movements.
- Technical Analysis Tool: Comparing the current share price to the 200-day moving average can provide valuable insights for investors, helping them assess market trends and potential buy or sell opportunities.
- Unit Trading Mechanism: ETF units can be traded like stocks, meaning investors are actually buying and selling 'units', which enhances liquidity and allows the ETF to better adapt to market demand.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify significant inflows or outflows; inflows indicate the need to purchase underlying assets, while outflows may lead to selling those assets, impacting the ETF's components.
See More
Big Tech Stocks Set for Historic Gains
- Oracle Stock Surge: Oracle's shares are up 32% this week, on track for its best week since October 1999, driven by an expanded AI data center power deal with Bloom Energy, contracting 1.2 gigawatts of capacity, showcasing the company's strong positioning in the AI sector.
- AMD Hits All-Time High: AMD's stock has risen 13% this week, climbing over 40% during a 12-day streak, marking an all-time high and reflecting strong market confidence in its product demand, indicating a significant recovery in the semiconductor industry.
- Microsoft's Strong Rebound: Microsoft is up more than 14% this week, poised for its best week since April 2015, following its worst quarter since 2008, demonstrating optimistic market expectations for its future growth.
- Tech Sector Recovery: The iShares Expanded Tech-Software ETF is up about 15% week-to-date, on track for its best week since October 2001, reflecting a resurgence of confidence in tech stocks, particularly driven by ongoing investments and innovations in the AI space.
See More
Tech Stocks Set for Historic Week with Major Gains
- Tech Stock Surge: Oracle's 32% increase this week positions it for its best performance since October 1999, driven by an expanded AI data center deal with Bloom Energy, securing 1.2 gigawatts of capacity.
- AMD Hits All-Time High: AMD's 13% rise this week, with over 40% gains during a 12-day streak, marks its longest winning run in over 20 years, reflecting strong market confidence in its growth prospects.
- Microsoft's Recovery: Microsoft is up more than 14% this week, on track for its best week since April 2015, following its worst quarter since 2008, indicating market recognition of its recovery potential.
- Overall Market Performance: The iShares Expanded Tech-Software ETF has risen about 15% week-to-date, aiming for its best week since 2001, showcasing optimism in the tech sector despite a 20% decline this year.
See More
S&P 500 Hits Record High as Oil Prices Plunge
- Strong Market Performance: The S&P 500 reached a new record high on Friday after Iran announced the Strait of Hormuz was 'completely open,' indicating a significant improvement in market sentiment, while oil prices fell over 10%, with WTI crude dropping to the low $80s, reflecting investor optimism about future economic recovery.
- Interest Rate Expectations Shift: The market is beginning to price in a 25-basis-point cut in December, indicating a reduction in investor concerns about economic slowdown, and the anticipated decline in rates is expected to further stimulate consumption and investment, driving stock market gains.
- Arm Holdings Strategic Shift: Arm recently unveiled its first in-house data center CPU, the AGI CPU, marking a significant transition from solely licensing to designing and selling its own chips, with projections of generating $25 billion in revenue by FY2031, $15 billion of which will come from these in-house chips, showcasing its ambitions in the semiconductor market.
- FedEx Spin-Off Plan: FedEx plans to spin off FedEx Freight on June 1, aiming to enhance the value of both companies through sharper strategic focus, with FedEx Freight being the largest LTL carrier in North America, and a medium-term revenue growth outlook of 4% to 6% expected to further strengthen its market competitiveness.
See More
Cerebras Initiates IPO Process with S1 Filing
- IPO Process Initiation: Cerebras plans to file its S1 on Friday, officially starting the IPO process, which signifies the company's further development and financing opportunities in the AI chip market.
- Cloud Service Expansion: Beyond selling chips, Cerebras operates its own data centers to provide cloud services, with plans to deliver up to 750 megawatts of computing power to OpenAI by 2028 under a contract valued at over $10 billion, showcasing its strong capabilities in the AI sector.
- Funding and Valuation: Prior to withdrawing its IPO application, Cerebras successfully raised $1.1 billion in September, achieving a valuation of $8.1 billion, reflecting the market's high regard for its technology and growth potential.
- Intensifying Market Competition: As AI technology rapidly evolves, Cerebras faces fierce competition from companies like Nvidia and AMD; however, its large-scale processors' high-speed capabilities provide a unique competitive edge in meeting user demands.
See More
Cerebras Plans Initial Public Offering
- IPO Filing Plan: Cerebras is set to file for an initial public offering on Friday, which is expected to attract investor interest, particularly against the backdrop of rapid growth in the AI sector, potentially enhancing the company's valuation.
- Funding Support: In a funding round announced in September, Cerebras was valued at $8.1 billion, while OpenAI plans to spend over $20 billion on Cerebras products in the coming years, indicating strong market demand for its technology.
- Cloud Service Transformation: Cerebras has begun operating its chips within its own data centers to provide cloud services, with plans to deliver up to 750 megawatts of computing power to OpenAI by 2028 under a contract valued at over $10 billion, further solidifying its market position.
- Investor Interest: As AI companies like Anthropic and OpenAI consider going public, Cerebras's IPO plans may spark retail investor interest, especially following a drought in IPOs in 2022, indicating a rising demand for large tech companies.
See More
Analysis of QQQM ETF's 52-Week Price Fluctuations
- Price Range Analysis: QQQM ETF's 52-week low is $176.19 per share, with a high of $266.60, and a recent trade at $266.16, indicating stability near its peak, which may attract investor interest in its price movements.
- Technical Analysis Tool: Comparing the current share price to the 200-day moving average can provide valuable insights for investors, helping them assess market trends and potential buy or sell opportunities.
- Unit Trading Mechanism: ETF units can be traded like stocks, meaning investors are actually buying and selling 'units', which enhances liquidity and allows the ETF to better adapt to market demand.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify significant inflows or outflows; inflows indicate the need to purchase underlying assets, while outflows may lead to selling those assets, impacting the ETF's components.
See More
Big Tech Stocks Set for Historic Gains
- Oracle Stock Surge: Oracle's shares are up 32% this week, on track for its best week since October 1999, driven by an expanded AI data center power deal with Bloom Energy, contracting 1.2 gigawatts of capacity, showcasing the company's strong positioning in the AI sector.
- AMD Hits All-Time High: AMD's stock has risen 13% this week, climbing over 40% during a 12-day streak, marking an all-time high and reflecting strong market confidence in its product demand, indicating a significant recovery in the semiconductor industry.
- Microsoft's Strong Rebound: Microsoft is up more than 14% this week, poised for its best week since April 2015, following its worst quarter since 2008, demonstrating optimistic market expectations for its future growth.
- Tech Sector Recovery: The iShares Expanded Tech-Software ETF is up about 15% week-to-date, on track for its best week since October 2001, reflecting a resurgence of confidence in tech stocks, particularly driven by ongoing investments and innovations in the AI space.
See More
Tech Stocks Set for Historic Week with Major Gains
- Tech Stock Surge: Oracle's 32% increase this week positions it for its best performance since October 1999, driven by an expanded AI data center deal with Bloom Energy, securing 1.2 gigawatts of capacity.
- AMD Hits All-Time High: AMD's 13% rise this week, with over 40% gains during a 12-day streak, marks its longest winning run in over 20 years, reflecting strong market confidence in its growth prospects.
- Microsoft's Recovery: Microsoft is up more than 14% this week, on track for its best week since April 2015, following its worst quarter since 2008, indicating market recognition of its recovery potential.
- Overall Market Performance: The iShares Expanded Tech-Software ETF has risen about 15% week-to-date, aiming for its best week since 2001, showcasing optimism in the tech sector despite a 20% decline this year.
See More
