MYSEUM.AI JOINS ADVANCED MICRO DEVICES AI DEVELOPER PROGRAM
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy AMD?
Source: moomoo
- Museum AI Program: A new advanced micro-devices AI developer program has been accepted into a museum initiative.
- Focus on Innovation: The program aims to enhance the development of cutting-edge technology in the field of artificial intelligence.
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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.
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- Market Share Challenges: Despite CEO Jensen Huang's upward revisions on revenue and profit forecasts, Nvidia's price-to-sales ratio remains below historical averages, leading investors to question its ability to capture market share in the accelerating AI infrastructure spending, potentially impacting short-term stock performance.
- Optimistic Revenue Outlook: Analyst consensus estimates project Nvidia's revenue to reach $480 billion in fiscal 2028 and $758 billion by fiscal 2031, nearly doubling Wall Street's expectations from a year ago, reflecting the accelerating capital expenditure cycles among AI hyperscalers.
- Surge in Inference Demand: As the demand for AI model inference increases, Nvidia's overall market opportunity is expected to expand, and with efficiency improvements from its next-generation architecture, the company is poised to achieve premium pricing and unlock new revenue streams, solidifying its dominant position in enterprise infrastructure budgets.
See More
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- Market Potential: Nvidia's market capitalization is nearing $5 trillion, with analyst Beth Kindig projecting a path to a $20 trillion valuation by 2030, highlighting the company's profound impact and potential in the AI infrastructure sector.
- Valuation Appeal: Despite Nvidia's price-to-sales ratio of 22 being below its three-year average, the current stock price remains significantly undervalued due to investor skepticism about market share, creating an attractive entry point for investors.
- Clear Revenue Growth: Nvidia anticipates cumulative sales of $1 trillion from its Blackwell and Rubin chip architectures by 2027, with analyst estimates for fiscal 2028 revised upward to $480 billion, indicating robust growth momentum.
- Surging Inference Demand: As demand for AI inference skyrockets, Nvidia's market opportunities will expand significantly, particularly driven by high-performance computing and recurring software revenues, further solidifying its dominant position in enterprise infrastructure.
See More
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- Productivity Gains: Research by Morgan Stanley indicates that companies adopting AI have seen an average productivity increase of 11.5%, highlighting the significant operational improvements driven by AI technology and the resulting surge in demand for AI solutions.
- Data Center Expansion: Oracle added 400 megawatts of new data center capacity in Q3 of fiscal 2026 and anticipates bringing online over 10 gigawatts of power and data capacity in the next three years, effectively addressing the shortage of AI data center computing capacity and enhancing its market competitiveness.
- AMD Market Share Growth: AMD's unit share of server CPUs increased by 3.1 percentage points year-over-year to 28.8%, with a revenue share of 41.3%, indicating strong pricing power and competitive advantage in the high-end market, and it is expected to benefit from price increases due to chip shortages.
- Future Earnings Outlook: AMD estimates its annual data center revenue could reach $100 billion within five years, a significant increase from $16.6 billion in 2025, and if its earnings grow at 15% annually, its EPS could hit $19.55 by 2030, potentially pushing its market cap to $1 trillion.
See More
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- Surging AI Demand: Research from Morgan Stanley indicates that companies adopting AI have seen an average productivity increase of 11.5%, highlighting the significant efficiency gains that AI technology is delivering, thereby creating substantial market opportunities for related firms.
- AMD Market Share Growth: AMD's server CPU market share increased by 3.1 percentage points year-over-year to 28.8% in Q4 2025, with a revenue share of 41.3%, demonstrating its pricing power and competitive edge, and it is expected to benefit further from price increases due to chip shortages.
- Oracle Infrastructure Expansion: Oracle added 400 megawatts of new data center capacity in Q3 of fiscal 2026 and anticipates bringing online over 10 gigawatts of capacity in the next three years, effectively addressing the computing capacity shortage in the U.S. market and driving revenue growth.
- Future Earnings Outlook: AMD estimates its annual data center revenue could reach $100 billion within five years, while Oracle's adjusted earnings are projected to hit $21 per share by 2030, indicating both companies have the potential for significant market cap growth in the coming years.
See More
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- Market Supply Tightness: Jim Cramer highlighted that with CPUs in short supply, investors should focus on companies like AMD, indicating strong demand in the semiconductor sector that could drive AMD's stock price higher.
- Significant Competitive Edge: AMD designs and manufactures processors, graphics cards, and AI chips, with products like Ryzen, Radeon, and EPYC, showcasing the company's robust capabilities in high-performance computing, enhancing its market competitiveness.
- Outstanding CEO Performance: Cramer praised AMD CEO Lisa Su's leadership, noting that despite holding shares in NVIDIA, he still views AMD as a strong competitor, reflecting market confidence in its future development.
- Investment Potential Analysis: While AMD is seen as a promising investment, analysts suggest that certain AI stocks may offer greater upside potential and lower downside risk, advising investors to consider their options carefully.
See More
Broadcom and AMD: Competition and Collaboration
- Revenue Growth Comparison: Broadcom achieved a 28% year-over-year revenue growth in Q4 2025, while AMD reported a 34% increase during the same period, indicating AMD's superior growth despite Broadcom's better profit margins, showcasing the competitive dynamics between the two companies.
- Margin Discrepancy: Broadcom's net profit margin stood at 47.3% in Q4 2025, compared to AMD's 14.7%, highlighting Broadcom's stronger revenue retention capabilities; however, if AMD can improve its margins, it could see significant profit increases.
- Deepening Strategic Partnerships: AMD's collaboration with Meta Platforms to deploy 6 gigawatts of GPUs is expected to yield
See More
