Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc., during a Bloomberg Television interview in San Francisco, Oct. 6, 2025.
David Paul Morris | Bloomberg | Getty Images
AMD just CRASHED the AI party with a devastating confession. While beating minor quarterly earnings, the semiconductor giant offered a SHOCKINGLY timid forecast that sent its stock PLUMMETING. This isn’t just a minor miss—it’s a FLASHING RED SIGNAL that the much-hyped AI boom may be a house of cards built on Nvidia alone. CEO Lisa Su’s company is EXPOSED.
The numbers tell a grim story. Despite revenue SURGING 34% year-over-year, the company’s guidance for the current quarter was a WHISPER when a ROAR was expected. The result? A MARKET PUNISHMENT of over 6% in after-hours trading, vaporizing billions in value. Investors who bought the AMD- vs.-Nvidia narrative are staring at a cold, hard truth: AMD is a DISTANT SECOND-PLACE CONTENDER, utterly dependent on the whims of a few big-name clients like OpenAI.
But the real scandal lies buried in the report: a MASSIVE $390 million in sales of high-performance AI chips to China in the fourth quarter, DESPITE escalating U.S. export controls. This reveals a DARK OPEN SECRET about the AI arms race—corporate greed is quietly shipping the very technology meant to be restricted directly into the hands of a geopolitical adversary. AMD plans to sell another $100 million worth this quarter, prioritizing profit over national security.
With its embedded segment growth nearly STALLING and its future now shrouded in doubt, AMD’s moment in the sun is OVER. The AI revolution isn’t just slowing down—it’s being SABOTAGED from within by the very companies promising to lead it. The age of artificial intelligence is dawning, and its first casualty appears to be the truth.
Author: Kayitsi.com
