G42 in Abu Dhabi Exploring Chip Alternatives to Nvidia, According to Semafor
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 02 2025
0mins
Should l Buy AMD?
G42's AI Campus Partnerships: Abu Dhabi's G42 is in discussions with major tech companies like AWS, Google, Meta, Microsoft, and xAI to establish partnerships at its UAE-US AI Campus, focusing on diversifying chip suppliers beyond Nvidia.
Negotiations and Supply Sources: Google and Microsoft are leading in negotiations for computing capacity, while G42 is also considering AMD, Qualcomm, and Cerebras Systems as potential suppliers for the campus.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to fall
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 445.500
Low
210.00
Averages
289.13
High
377.00
Current: 445.500
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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See More
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See More
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- Optimistic Long-Term Growth Outlook: CEO Lisa Su raised the CPU market growth forecast from an annualized rate of 18% to over 35%, indicating a structural growth inflection point for AMD, which boosts investor confidence.
- Growth Catalysts in 2026: AMD is set to launch custom MI450 GPUs in 2026, expected to accelerate data center growth, while EPYC Venice CPUs are on track for release in the second half of the year, further solidifying its enterprise and cloud market share.
- Expanding Market Share: Despite pressures from high memory prices in the consumer PC market, AMD's Ryzen processors saw a 26% revenue increase, and management anticipates continued market share gains, underscoring its competitive edge in both data center and consumer markets.
See More
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- Nvidia Stock Surge: Nvidia's shares soared to $236.54 on Thursday after reports that Washington approved sales of H200 chips to about 10 Chinese firms, including Alibaba and Tencent, which is expected to significantly enhance the company's competitive edge in the Chinese market.
- Poet Technologies Rally: Poet's stock jumped to $20.81 in intraday trading following the announcement of a potential $500 million AI infrastructure deal with Lumilens, which is anticipated to drive revenue growth over the next five years and strengthen its market position.
- Marvell Benefits from Competitor's Performance: Marvell's shares rose to $192.15, buoyed by strong quarterly results from rival Cisco, indicating a surge in demand for data center infrastructure, which is expected to further enhance Marvell's market share.
- Wall Street Price Target Increases: Multiple Wall Street analysts raised price targets for Nvidia and Marvell, with UBS increasing Nvidia's target to $275 and Cantor Fitzgerald raising it to $350, reflecting optimistic market expectations regarding AI compute demand.
See More
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- Stock Performance: AMD's stock rose by 1.21% during afternoon trading on May 12, 2026, indicating strong market demand and investor confidence, which may reflect the company's ongoing competitiveness in the semiconductor industry.
- Investor Sentiment: As the stock price soars, investors are questioning whether they have missed the optimal buying opportunity, a sentiment that could lead to short-term market volatility and impact future investment decisions.
- Market Trends: The rise in AMD's stock price may be linked to its positive advancements in technology innovation and product launches, further solidifying its market position in high-performance computing.
- Future Outlook: Analysts maintain an optimistic view on AMD's prospects, believing the company still has significant growth potential, especially against the backdrop of increasing demand in the artificial intelligence and data center markets.
See More
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- IPO Performance Highlights: Cerebras Systems debuted at $185, becoming the largest IPO of the year, with an opening price of $350 and a closing market cap of approximately $95 billion, reflecting strong market interest in its AI chips.
- Valuation Risks Emerge: Despite reaching a market cap of $95 billion on its first day, Cerebras trades at about 187 times last year's sales, significantly higher than Nvidia's 26 times and AMD's 21 times, indicating that investor expectations for future growth may be overly optimistic.
- Strong Revenue Growth: Cerebras generated $510 million in revenue last year, a 76% increase, with sales expected to triple in both 2023 and 2024; although the company remains unprofitable, its debt-free status supports future growth prospects.
- Strategic Partnership Potential: Cerebras has signed a $20 billion multiyear agreement with OpenAI to provide 750 megawatts of computing capacity and partnered with Amazon Web Services, indicating that its strong collaborations in the AI sector could drive future growth.
See More
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- IPO Performance: Cerebras' shares surged 68% on their Nasdaq debut, pushing the company's market cap close to $100 billion, signaling a strong demand for AI chips and a resurgence of investor confidence.
- Founders' Wealth Surge: CEO Andrew Feldman and CTO Sean Lie now hold stakes valued at $3.2 billion and $1.7 billion respectively, reflecting the substantial wealth increase resulting from the successful IPO and solidifying their positions in the tech industry.
- Record Financing: The IPO raised $5.55 billion, marking it as the largest IPO of 2026, showcasing the market's intense interest in AI technology and recognition of the company's future growth potential.
- Investor Returns: Early investors Benchmark and Foundation Capital now hold shares worth $5.5 billion and $4.8 billion respectively, indicating a significant return for Silicon Valley venture capitalists after a prolonged IPO drought, which may stimulate future investment activities.
See More
Cerebras IPO Soars, Founders Become Billionaires
- Founders' Wealth Surge: Cerebras' IPO has turned CEO Andrew Feldman and technology chief Sean Lie into billionaires, with their stakes now valued at $3.2 billion and $1.7 billion respectively, highlighting the lucrative returns from their early investments in artificial intelligence.
- Market Cap Surpasses $100 Billion: On its Nasdaq debut, Cerebras achieved a market cap close to $95 billion, a significant increase from its previous valuation of $23.1 billion, reflecting the robust demand for AI chips and solidifying the company's position in the industry.
- Impressive IPO Performance: Cerebras shares soared 68% on the first day of trading, providing substantial returns for early investors and marking a much-needed win for Silicon Valley venture capitalists amid a prolonged IPO drought.
- Future Growth Potential: Feldman stated that the company has reached a level of maturity where it makes sense to access public markets, planning to utilize the $5.55 billion raised to fuel future growth, indicating ongoing expansion and market opportunities in the AI sector.
See More
