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Data Center Gpus

All articles tagged with #data center gpus

business1 month ago•6 min saved

AMD's AI GPU push eyeing Nasdaq's top performer by year's end

The Motley Fool argues that Advanced Micro Devices (AMD) could lead Nasdaq gains in 2026 thanks to its MI450 data-center GPUs, strong near-term and longer-term earnings growth, and strategic AI partnerships (e.g., OpenAI, Meta). With expected data-center revenue growth around 60% annually and analysts projecting about 60% earnings growth in 2026 to $6.70 per share, AMD’s AI-infrastructure push—and its ramping GPU shipments—could position the stock as one of the Nasdaq’s best performers by year-end.

via The Motley Fool|

#ai-chips #amd #business

business4 months ago•3 min saved

Nvidia Poised for Growth Amid AI Boom and Market Opportunities

Nvidia is poised for significant growth in 2026 due to high demand for its data center GPUs, expansion of production capacity, return to the Chinese market, and the launch of its next-generation architecture, all of which could lead to its biggest year yet.

via The Motley Fool|

#ai-boom #business #china-market

financetechnology2 years ago•3 min saved

"Top AI and Non-AI Stocks Rally in 2024: Analyst Insights"

Advanced Micro Devices (AMD) and Nvidia stocks continue to outperform the S&P 500 in 2024, with AMD up 23% and Nvidia up 26% year to date. AMD is focusing on capturing the AI market with its data center GPUs, while Nvidia, with an estimated 90% share of the AI chip market, is also experiencing surging demand for its products. Both companies are expected to see growth in the coming years, making them attractive long-term investments despite their relatively high valuations.

via The Motley Fool|

#advanced-micro-devices #ai-stocks #data-center-gpus

finance2 years ago•1 min saved

AMD's Stock Soars as Goldman Sachs Increases Price Target

Goldman Sachs analyst Toshiya Hari maintained a Buy rating on AMD and raised the price target from $137 to $157. Hari increased revenue estimates for 2024 and 2025, citing broad-based adoption of AMD's MI300 Data Center GPU in the cloud and enterprise markets. The analyst expects early success in Data Center GPUs to drive outperformance in 2024, along with a constructive year for AMD's server CPU franchise. Hari also believes that several other semiconductor companies, including Nvidia, Arm Holdings, and Micron Technology, are well-positioned to benefit from the ongoing build-out of data center AI infrastructure.

via Yahoo Finance|

#amd #data-center-gpus #finance