Advanced Micro Devices

CFO Jean Hu told investors AMD's total addressable market could reach $2 trillion to $3 trillion by 2030, lifting the top end by $1 trillion and prompting an immediate share-price rise. The company’s data-center segment, which supplied 58% of Q2 revenue and more than doubled year over year, is the main growth driver and management expects it to more than double again in 2027. At current valuation, AMD would need roughly $35 billion of annual profit (about $145 billion revenue) to justify the price, implying the market already assumes a meaningful slice of that TAM. The TAM increase is not guidance but gives the stock a wider margin for error; the analyst remains cautious at current levels. » Mais em finance.yahoo.com

At the Goldman Sachs conference, AMD highlighted its shift from a chipmaker to a systems and software provider and raised its addressable server market potential through 2030 from $60 billion to $220 billion. Management forecasts data‑center revenue to grow at a CAGR of over 60% across the strategic period and AI data‑center revenue to grow at over 80%, aims for a market share above 50%, and expects EPS well above $20. AMD emphasized that agent‑based AI creates new CPU workloads, announced system‑ and rack‑level approaches and product‑roadmap progress (Turin, Venice, Zen 8, Florence), and reported internal AI usage as well as collaborations with Anthropic and OpenAI. » Mais em de.investing.com

AMD reported Q2 2026 Data Center revenue of $6.7 billion, up over 100% year‑over‑year, and CEO Lisa Su guided revenue growth substantially above 35% with EPS expected to significantly exceed $20 within the strategic timeframe. Anchor GPU commitments from OpenAI, Meta, Anthropic, and Oracle and initial Helios shipments support a path toward $800 per share by 2028, though reaching that level depends on Helios ramp timing, FY2027 EPS near the high estimate, and a sustained AI capex cycle. Key risks include a gaming segment downturn, tariff escalation and tighter U.S. export controls or China bans that could disrupt shipments and inventory. Analyst consensus is bullish with a mean target around $615, while the publisher's internal base case is more conservative near $475. » Mais em finance.yahoo.com