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Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse
Key takeaways
- Open AI and Meta each committed 6 gigawatts of AMD GPU deployments, with Gartner naming AMD the top enterprise AI server CPU provider.
- Lisa Su doubled AMD's 2030 server CPU addressable market forecast to $120B as Q1 net income surged 95% YoY, eroding the valuation concern.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut.
Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse Alex Sirois Thu, July 2, 2026 at 12:36 AM GMT+7 4 min read AMD META NVDA Quick Read AMD's Data Center segment surged 57% Yo Y to $5.8B in Q1, pushing total revenue to $10.3B as growth accelerates.
Open AI and Meta each committed 6 gigawatts of AMD GPU deployments, with Gartner naming AMD the top enterprise AI server CPU provider.
Lisa Su doubled AMD's 2030 server CPU addressable market forecast to $120B as Q1 net income surged 95% YoY, eroding the valuation concern.
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