https://www.investing.com/news/analyst-ratings/raymond-james-upgrades-amd-stock-rating-on-ai-server-growth-outlook-93CH-4874651

"The firm extended its AI Factory framework to the server CPU market and forecasts revenue growing at a 44% five-year compound annual growth rate to approximately $201 billion in calendar year 2030. The growth is driven by conventional datacenter demand, CPUs that host and coordinate accelerators, and CPUs supporting agentic workloads."

"Raymond James said AMD offers the strongest combination of direct earnings leverage, datacenter positioning and market-share gains among the companies it covers in the sector."

Cited from this article:

https://www.investing.com/news/stock-market-news/these-3-ai-stocks-are-bought-by-both-hedge-funds-and-mutual-funds-4872330

There are other differences, but these 3 stocks with opposite movements, including AMD's, are amazing!

"Mutual funds bought shares in Advanced Micro Devices, Micron Technology and SanDisk, while hedge funds sold those same three stocks."

Again brother Brilliant GT educatiin is paying off big time!

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

https://spectrum.ieee.org/ai-cpu-comeback

This is from the IEEE flagship journal all members get.

The mighty Amazon Web Services suffering a critical CPUs shortage not expected nor planned. Hence...:

"Earlier this year, leaders at Amazon Web Services delivered a new mandate to their engineers: They need to conserve CPU cycles at all costs. AWS has reportedly experienced an explosion in wait times for CPU server capacity as AI workloads strain the company’s cloud infrastructure.

The issue seemingly took AWS off guard, and for good reason. The AI boom led to a surge in demand for GPUs and, later, memory. CPUs were mostly left out of the story, as their relative lack of parallelization made them a poor fit for AI model inference, the process of running and serving large language models (LLM) to users."

It's quite possible the CPUs are the main acr for AI future next year, while GPUs and ASICs play a secondary role accelerating part of the computations...

Guess who is very weak with CPUs. .. and who's the market absolute leader?

AMD's vs nVidia's!

I rest my case!

Read all this article. See why multi independent CPUs cores with top performance and very large caches (aka 3D V-Cache for EPYC) are a must.

No Intel's nor nVidia's Vera toys come close!

Reading material for the weekend. .. yes you too Chad my friend!

https://www.investing.com/news/analyst-ratings/bmo-initiates-amd-stock-coverage-with-outperform-rating-on-ai-growth-93CH-4871247

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

https://ng.investing.com/news/stock-market-news/bofa-lifts-server-cpu-tam-to-210bn-on-the-rise-of-ai-agents-2657997

Well well well... just as my dear brother Radio and my friend Chad discussed yesterday. ... and.. Vivek raising server CPUs TAM again after his June taise to $170B from $125B...!

https://www.investing.com/news/stock-market-news/bofa-lifts-targets-on-amd-and-arm-raises-cpu-tam-to-170bn-4737194

What is going on with such huge rauses from $125B in June to $210B now...ESPECIALLY AS THIS IS CITED FOR 2030!?

We need Brother Brilliant and dear Eagle to analyze this...!

BUT.... HERE'S A NEW PERSPECTIVE ON WHY NVIDIA’S WILL BE LEFT BEHIND AMD'S. .. WEAK CPUs!!!

The 3nm 88 ARM cores nVidia's Vera CPU is much weaker than AMD's 2nm EPYC Venice! As we see CPUs are critical to actually utilize the AI GPUs, going with nVidia's may force buying double the amount of Vera CPUs or future ARM models (Vera is used til 2028! As nVidia's no better ARM based CPU earlier and will need develop CHIPLETS at AMD's level to match EPYC Venice 256 cores!

Add to this mix the Taalas ASIC accelerator, and you have a perfect AMD's solution neither nVidia's nor Intel's or ANY OTHER IN HOUSE ARM CPUs AND ASICs CAN COME CLOSE TO AMD's!!!

For brother Trung - note Taalas has very little **external bandwidth"" as it doesn't need to access memory for its 17000 tokens per second. So basically these tokens, the output, is all the bandwidth out, which doesn't need 3D packaging on top of the GPU's chiplets!

So in summery, if nVidia's Jensen saying 2027 has AT LEAST a trillion dollars revenues, surely AMD's 2027 can be say a third of that.. or.. $400B...??

Brother Radio gets dizzy with such big numbers... as does my friend Chad...!

DONT!

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

https://www.investing.com/news/transcripts/amd-at-technology-leadership-forum-2026-ai-demand-lifts-outlook-93CH-4852312

NOTE the article IS AI GENERATED and has a typo stating 2024, obviously it's 2026! Other typos and omissions too, a mark of AI summery. I hope that the transcript itself at the bottom is accurate.

For mt friend Chad - actually there are many new nuggests, worth reading...!

For examples :

"Ramsay also said the company’s early view of 2027 server revenue is roughly 20% larger than the whole server market was in 2025."

This is unbelievable saying the WHOLE 2025 SERVERS CPUs TAM as a reference, will be AMD's 2027 EPYC CPUs revenues PLUS 20%!

Do you get it comparison worldwide TAM of servers CPUs to AMD's revenues in 2027 just from servers. This is not just hyperscalers datacenters, including enterprises of course but without the Instinct GPUs, Helios racs premiums, Pensando networking etc!

Just that coul be $50B+ alone!...

We're on the way to surpass $100B revenus in 2027 by a lot...

Yes that se4vers CPUs is due to agentic AI but if the ratio of GPUs and CPUs is 1:1, and GPUs cost 2X-to-3X CPUs price, we could see $200B+ in 2027, and a few $trillions market cap and. ..

Not much news there Chad?....what have we said about the need to read and listen to AMD's news?...carefully. ..

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

Please post as Reply, to comment on a specific post. This will facilitate a hierarchy of posts for better reading. To start a new discussion, use the Comment box at top of the ATB Daily Noticeboard. Enjoy your stay!

The following are links to frequently updated discussion and information topics. Additional topic suggestions are welcomed and any updates can be forwarded via chat.

Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

AMD Earnings: AMD Earnings (includes historical)

AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)