AMD (AMD) Stock: Strategic $10B HUMAIN Partnership Boosts AI Ambitions

By: coin central|2025/05/14 21:00:15

TLDRAMD and HUMAIN are investing up to $10B to deploy 500 megawatts of AI compute capacity over five yearsPartnership aims to build “world’s most open, scalable, resilient, and cost-efficient AI infrastructure”AMD posted 36% year-on-year revenue increase in Q1 2025Company achieved 50% GAAP gross margin, up from 47% last yearSome analysts have set price targets as high as $200 per shareAMD and Saudi Arabia’s AI enterprise HUMAIN have announced a landmark $10B collaboration to build what they describe as the world’s most open and efficient AI infrastructure. The partnership marks a major move in AMD’s strategy to compete in the rapidly growing AI market.Advanced Micro Devices, Inc. (AMD)The agreement calls for deploying 500 megawatts of AI compute capacity over the next five years. This massive investment will create a network of AMD-based AI computing centers spanning from Saudi Arabia to the United States.“At AMD, we have a bold vision to enable the future of AI everywhere,” said Dr. Lisa Su, Chair and CEO of AMD. “Our investment with HUMAIN is a major milestone in advancing global AI infrastructure.”HUMAIN CEO Tareq Amin described the project as “an open invitation to the world’s innovators,” emphasizing their goal of democratizing AI at the compute level.The collaboration is already in motion. Initial deployments are underway across key global regions. The partners expect to activate multi-exaflop capacity by early 2026.Full-Spectrum AI SolutionsThe partnership leverages Saudi Arabia’s energy resources and AMD’s complete AI technology stack. This includes AMD Instinct GPUs, EPYC CPUs, Pensando DPUs, Ryzen AI, and the AMD ROCm open software ecosystem.These technologies will power AI workloads across enterprise, startup, and sovereign markets. The infrastructure is designed to be “open by design” and “accessible at scale.”HUMAIN will manage the end-to-end delivery. This includes hyperscale data centers, sustainable power systems, and global fiber interconnects.Market Performance Drives OptimismAMD’s recent financial performance has fueled market optimism. The company reported a 36% year-on-year increase in Q1 2025 revenues.This growth came from the booming data center market and a rebound in PC sales. AMD’s competitive new products, like Zen 5 Ryzen CPUs, have been selling well.The company also improved its profitability. AMD posted a 50% GAAP gross margin, up from 47% last year. On a non-GAAP basis, gross margins reached 54%.Non-GAAP earnings per share increased by 55% year-over-year. This reflects strong operational growth and cost discipline as the company expands.Source: TipRanksWall Street analysts have taken notice. Following AMD’s results, several analysts reiterated their Buy ratings. One analyst, Ingo Wermann from DZ Bank, upgraded his stance from neutral to bullish.Price targets vary among analysts. Wermann’s target is $118 per share. More optimistic analysts like Hans Mosesmann from Rosenblatt Securities expect AMD to reach $200 within twelve months.The average AMD price target on Wall Street is $126.81, suggesting almost 17% upside potential over the coming year.$AMD lining up behind $NVDA like it wants next. pic.twitter.com/c7u3XdhPi7— TrendSpider (@TrendSpider) May 13, 2025Despite these positive signs, AMD faces some challenges. New export restrictions are creating headwinds. The company expects an $800 million charge in the upcoming quarter due to restrictions on selling high-end chips to China.AMD also depends on third-party vendors like TSMC for manufacturing. This creates potential supply chain vulnerabilities.Competition remains intense in the semiconductor space. AMD continues to face pressure from rivals NVIDIA and Intel in various market segments.However, many analysts believe AMD’s strengths outweigh these concerns. The company’s diverse product portfolio and growing presence in high-margin segments like data centers and AI position it well for future growth.The HUMAIN partnership is the most recent factual development, representing AMD’s continued push to gain market share in the competitive AI infrastructure space.The post AMD (AMD) Stock: Strategic $10B HUMAIN Partnership Boosts AI Ambitions appeared first on CoinCentral.

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Mixin has launched USTD-margined perpetual contracts, bringing derivative trading into the chat scene.

The privacy-focused crypto wallet Mixin announced today the launch of its U-based perpetual contract (a derivative priced in USDT). Unlike traditional exchanges, Mixin has taken a new approach by "liberating" derivative trading from isolated matching engines and embedding it into the instant messaging environment.

Users can directly open positions within the app with leverage of up to 200x, while sharing positions, discussing strategies, and copy trading within private communities. Trading, social interaction, and asset management are integrated into the same interface.

Simplified Trading Experience: No KYC Required, Opening a Position in Five Steps

Based on its non-custodial architecture, Mixin has eliminated friction from the traditional onboarding process, allowing users to participate in perpetual contract trading without identity verification.

The trading process has been streamlined into five steps:

· Choose the trading asset

· Select long or short

· Input position size and leverage

· Confirm order details

· Confirm and open the position

The interface provides real-time visualization of price, position, and profit and loss (PnL), allowing users to complete trades without switching between multiple modules.

Social-Native Trading: Strategy and Execution Completed in the Same Context

Mixin has directly integrated social features into the derivative trading environment. Users can create private trading communities and interact around real-time positions:

· End-to-end encrypted private groups supporting up to 1024 members

· End-to-end encrypted voice communication

· One-click position sharing

· One-click trade copying

On the execution side, Mixin aggregates liquidity from multiple sources and accesses decentralized protocol and external market liquidity through a unified trading interface.

By combining social interaction with trade execution, Mixin enables users to collaborate, share, and execute trading strategies instantly within the same environment.

Referral Mechanism: Non-institutional users can receive up to 60% fee split

Mixin has also introduced a referral incentive system based on trading behavior:

· Users can join with an invite code

· Up to 60% of trading fees as referral rewards

· Incentive mechanism designed for long-term, sustainable earnings

This model aims to drive user-driven network expansion and organic growth.

Self-Custody Architecture and Built-in Privacy Mechanism

Mixin's derivative transactions are built on top of its existing self-custody wallet infrastructure, with core features including:

· Separation of transaction account and asset storage

· User full control over assets

· Platform does not custody user funds

· Built-in privacy mechanisms to reduce data exposure

The system aims to strike a balance between transaction efficiency, asset security, and privacy protection.

A New Path for On-Chain Derivatives

Against the background of perpetual contracts becoming a mainstream trading tool, Mixin is exploring a different development direction by lowering barriers, enhancing social and privacy attributes.

The platform does not only view transactions as execution actions but positions them as a networked activity: transactions have social attributes, strategies can be shared, and relationships between individuals also become part of the financial system.

Regulatory Background

Mixin's design is based on a user-initiated, user-controlled model. The platform neither custodies assets nor executes transactions on behalf of users.

This model aligns with a statement issued by the U.S. Securities and Exchange Commission (SEC) on April 13, 2026, titled "Staff Statement on Whether Partial User Interface Used in Preparing Cryptocurrency Securities Transactions May Require Broker-Dealer Registration."

The statement indicates that, under the premise where transactions are entirely initiated and controlled by users, non-custodial service providers that offer neutral interfaces may not need to register as broker-dealers or exchanges.

About Mixin

Mixin is a decentralized, self-custodial privacy wallet designed to provide secure and efficient digital asset management services.

Its core capabilities include:

· Aggregation: integrating multi-chain assets and routing between different transaction paths to simplify user operations

· High liquidity access: connecting to various liquidity sources, including decentralized protocols and external markets

· Decentralization: achieving full user control over assets without relying on custodial intermediaries

· Privacy protection: safeguarding assets and data through MPC, CryptoNote, and end-to-end encrypted communication

Mixin has been in operation for over 8 years, supporting over 40 blockchains and more than 10,000 assets, with a global user base exceeding 10 million and an on-chain self-custodied asset scale of over $1 billion.

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