AMD Could Significantly Raise Its AI Projections for 2028 Today: Implications for AMD Stock?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 11 2025
0mins
Should l Buy NVDA?
Source: TipRanks
AMD's Financial Analyst Day: AMD is entering its Financial Analyst Day with strong momentum, having posted better-than-expected earnings and raised guidance, particularly in response to increasing AI demand. CEO Lisa Su indicated potential growth in CPU buildouts and hinted at revising the $500 billion AI data-center forecast for 2028.
Investor Expectations: Investors are looking for AMD to translate AI optimism into tangible results, with a focus on updates regarding the company's long-term growth plan, manufacturing capabilities, and customer adoption. Clarity on how AMD's GPU and CPU businesses will meet training and inference workload demands is crucial.
Partnership with OpenAI: AMD's long-term supply agreement with OpenAI, which includes a commitment for six gigawatts of GPU capacity, provides investors with a clear timeline for future AI revenue and demonstrates AMD's competitive position in the AI market.
Analyst Sentiment: Wall Street analysts maintain a positive outlook on AMD, with a consensus rating of Moderate Buy. The average 12-month price target for AMD is $278.09, indicating a potential upside, but the company must deliver on forecasts and execution to sustain its stock rally.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.200
Low
200.00
Averages
264.97
High
352.00
Current: 175.200
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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.
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