OpenAI and Anthropic Accelerate IPO Timelines
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy AMD?
Source: Benzinga
- Accelerated IPO Timeline: OpenAI and Anthropic appear to be hastening their 2026 IPO timelines, which could stimulate AI infrastructure spending and provide a tailwind for companies like Nvidia, Amazon, and Microsoft.
- Intensified Market Competition: Data from prediction markets indicates that Alphabet is favored to retain the 'best model' title, compelling OpenAI and others to showcase technical superiority and potentially increase their compute investments ahead of the IPO window.
- Cloud Strategy Shift: Amazon is reportedly in talks to invest up to $50 billion in OpenAI, which could signal a strategic shift in OpenAI's infrastructure needs beyond its existing partnership with Microsoft, thereby altering the competitive landscape in the cloud market.
- Valuation Growth Leverage: The pressure from potential IPOs may force a shift where compute becomes the primary lever for valuation growth, keeping the AI infrastructure sector in an 'accelerating' regime, which could enhance market performance for related companies.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMD is 284.10 USD with a low forecast of 200.00 USD and a high forecast of 377.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
36 Analyst Rating
27 Buy
9 Hold
0 Sell
Strong Buy
Current: 192.500
Low
200.00
Averages
284.10
High
377.00
Current: 192.500
Low
200.00
Averages
284.10
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing, graphics and visualization technologies. Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes artificial intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), smart network interface Cards (SmartNICs) 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, GPUs, 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+, and 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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- Healthcare Stock Volatility: Molina Healthcare's stock plummeted over 25% after forecasting 2026 profits below Wall Street expectations, while Hims & Hers fell more than 12% in after-hours trading following the FDA's plan to restrict GLP-1 ingredients, highlighting uncertainties in the healthcare sector.
See More
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- Industry Dominance: Nvidia commands over 90% of the discrete GPU market, with its CUDA programming platform enhancing customer stickiness, allowing it to maintain a competitive edge in AI applications, even as it faces competition from AMD and Broadcom.
- Future Growth Expectations: Analysts project Nvidia's revenue and EPS to grow at CAGRs of 47% and 46% from fiscal 2025 to 2028, indicating robust growth potential in the AI space, despite a current P/E ratio of 24 times next year's earnings.
See More
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See More
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- AI Market Boost: The entire AI-related semiconductor sector is rallying, driven by Amazon's announcement of a $200 billion capital expenditure plan for 2026, which is expected to significantly increase demand for Intel's server CPUs and boost revenue.
- Price Increases: Intel and AMD have raised server CPU prices by up to 10% in the Chinese market, with lead times extending to six months, indicating strong demand and supply shortages in the market.
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See More
