AMDUSDT Soars: OpenAI Partnership Ignites the AI Chip Rally as Tokenized U.S. Stocks Spark a New Market Revolution

Summary

As global tech stocks enter a new bullish cycle, Advanced Micro Devices (AMD) — one of the most influential players in the semiconductor industry — is undergoing a powerful revaluation.On October 6, 2025, AMD’s stock surged over 30% in a single day, marking its strongest performance in nearly three months. The rally not only lit up the traditional U.S. equity markets but also sent shockwaves through the crypto space, where AMD’s tokenized trading pair, AMDUSDT, mirrored the momentum on platforms such as MEXC.

TL;DR

• AMD’s U.S. stock and tokenized pair (AMDUSDT) on MEXC both skyrocketed, becoming dual focal points in the AI and crypto sectors.
• AMD’s multi-year AI chip partnership with OpenAI marks its official entry into the core layer of the AI infrastructure race.
• Citigroup raised AMD’s price target to $215, citing robust growth in its data center and AI chip businesses, with market cap surpassing $300 billion.
• AMDUSDT exemplifies the rise of tokenized equities — enabling 24/7 trading of U.S. stocks using USDT, without geographic limitations.
• The convergence of traditional tech equities and on-chain finance signals a deep structural shift in global capital markets, with AMD at the center of it.

1.AMDUSDT’s Breakout Moment

On October 6, AMDUSDT — the tokenized representation of AMD’s U.S. stock — exploded on the MEXC platform, jumping more than 30% in hours.The move reflected not just speculative heat, but a broader trend: the on-chain mirroring of real-world tech equity value.

The immediate catalyst came from AMD and OpenAI announcing a multi-year AI chip supply agreement. AMD will provide OpenAI with high-performance GPUs and data center accelerators, while grantingstrategic equity-linked options to the AI company — effectively aligning both firms’ futures in the AI ecosystem. This move marks AMD’s official entry into direct competition with NVIDIA in the generative AI arms race.

Following the announcement, AMD’s stock rallied roughly 30% month-to-date, reaching its highest close since late 2021, with a market cap exceeding $300 billion. On-chain, AMDUSDT amplified that momentum, as 24/7 tokenized markets enabled crypto investors to react in real time — creating a powerful cross-market resonance between Wall Street and Web3.

2.Traditional Giants Meet Blockchain: The Logic Behind AMD Tokenization

Tokenized stocks represent real-world equity shares mirrored on the blockchain through equivalent-value tokens. This allows investors to buy and sell shares using cryptocurrencies like USDT, with full access to 24/7 markets. AMDUSDT is one such example.

The value of these assets is anchored by two intertwined components:

• Traditional fundamentals — AMD’s revenue growth, chip innovation, and balance sheet strength.
• Crypto market mechanics — liquidity depth, around-the-clock trading, and global accessibility.

When AMD’s stock rallies on Wall Street, AMDUSDT reacts instantly on-chain, capturing global sentiment in real time. This immediate feedback loop gives tokenized stock traders a distinct edge over traditional investors limited by market hours.

3.AI Momentum: AMD’s Industry Power and Revaluation Cycle

AMD ’s recent surge isn’t a random spike — it’s a reflection of structural capital rotation into AI infrastructure. As a high-performance computing powerhouse standing shoulder to shoulder with NVIDIA , AMD is entering a historic phase of valuation re-pricing — a reflection of how AI infrastructure and tokenized capital markets are beginning to converge.

3.1 The OpenAI Partnership — A Defining Moment

In early October 2025, AMD and OpenAI confirmed a multi-year strategic partnership. AMD will supply its flagship MI300X AI accelerator series, while OpenAI gains options for future large-scale chip procurement. The deal represents a turning point for AMD’s AI roadmap — pushing it from hardware supplier to strategic enabler of generative AI development. The announcement triggered after-hours surges in AMD’s stock and instantaneous buying pressure on AMDUSDT, highlighting the synchronization of sentiment between traditional and crypto markets.

3.2 Explosive Data Center Growth

According to AMD’s Q2 2025 financials, data center revenue grew 47% year-over-year and nearly 20% quarter-over-quarter, accounting for over 40% of total revenue for the first time.

The adoption of AMD’s AI accelerators across major server providers continues to rise. Its ROCm (Radeon Open Compute) platform — an open alternative to NVIDIA’s CUDA — has strengthened AMD’s ecosystem appeal, transitioning its business model from “chip vendor” to “AI infrastructure platform.”

3.3 Market Re-Rating and Institutional Confidence

AMD’s valuation is being redefined. Citigroup recently raised its target price from $180 to $215, while some analysts predict its market cap could exceed $400 billion within two years. The investment narrative has shifted from “cyclical PC stock” to “core AI infrastructure asset.” On-chain metrics mirror this sentiment: open interest in AMDUSDT futures has surged, reflecting growing institutional and crypto-native bullishness across both ecosystems.

4.How to Trade Tokenized U.S. Stocks on MEXC

MEXC now offers tokenized trading for multiple major U.S. stocks — including COIN,NVDA,GOOGL,META and TSLA — all available in a crypto-style perpetual contract format.

Trading tokenized stocks on MEXC is seamless:

• On the MEXC Futures page, type your desired stock name (e.g., “AMD”) into the search bar.
• Select the Stock category to access available tokenized assets.
• Start trading just like any crypto perpetual contract.

Note: Tokenized stock contracts currently support isolated margin mode only.

5.Investment Strategy and Risk Outlook

For traders focused on AMDUSDT, current market conditions offer multi-dimensional opportunities.

• Short-term: Traders may utilize key support/resistance levels to capture volatility using perpetual contracts.
• Mid-to-long-term: AMD’s expanding AI and data center businesses establish it as a high-conviction core asset in any tech or digital equity portfolio.

However, risks remain.

• Competition: NVIDIA and Intel continue to pour capital into R&D.
• Macro headwinds: A global slowdown could delay enterprise data center spending.
• Valuation risk: AMD’s current P/E multiple is near historical highs, making short-term corrections likely.

Smart investors should manage exposure carefully and align their risk tolerance with time horizon.

6.AMDUSDT and the Tokenization Megatrend

AMDUSDT’s meteoric rise represents more than a price rally — it’s a signal ofthe accelerating tokenization of real-world assets (RWA).

As one of the earliest and most recognized tokenized U.S. equities, AMD’s on-chain trading showcases how blockchain technology is breaking down the barriers of traditional finance — enabling borderless, 24/7 access to high-value tech assets.

This transformation is bigger than any single company. It demonstrates how Web3 infrastructure is digitizing global capital markets, enhancing liquidity and transparency for all participants. Buying AMDUSDT isn’t merely speculation — it’s participation in the next phase of financial evolution.

For everyday investors, tokenized equities bridge the gap between crypto and traditional finance, offering flexible, global access to innovation-driven assets. AMD’s performance provides a real-world example of how AI narratives and blockchain finance can converge to reshape market behavior.

7.Conclusion: Capital Convergence from Chips to Chains

The explosive rally of AMDUSDT reflects a historic moment — where AI-driven valuation logic meets blockchain-based liquidity architecture.

As the boundaries between traditional and decentralized finance fade, every asset with real-world value — from equities to bonds and even real estate — may soon exist in tokenized form, freely tradable across global markets.

From AI chip innovation to on-chain financial reconstruction, AMD stands at the crossroads of two transformative revolutions — embodying both technological progress and capital reformation.

This revolution has only just begun.