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27.07.26 - 17:54
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AMD Is On Track to Beat Lisa Su’s $100 Billion Revenue Prediction By 2 Years (24/7 Wall St.)
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Artificial intelligence spending continues to reshape the semiconductor industry. Hyperscale cloud providers are committing hundreds of billions of dollars to AI infrastructure, and the market is beginning to look less like a winner-take-all race than many investors expected just two years ago. As inference workloads expand alongside AI training, customers increasingly want a second supplier ... AMD Is On Track to Beat Lisa Su's $100 Billion Revenue Prediction By 2 Years...
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27.07.26 - 16:21
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AMD (Advanced Micro Devices) Buy (DPA-AFX)
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ZÜRICH (dpa-AFX Analyser) - Die schweizerische Großbank UBS hat das Kursziel für AMD von 700 auf 730 US-Dollar angehoben und die Einstufung auf "Buy" belassen. Er habe seine Schätzungen für den Chipkonzern angehoben, denn das Ergebnis je Aktie könne 2028 ......
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27.07.26 - 15:24
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AMD Aktie: Enormes Gewinnpotenzial (Aktiencheck)
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Zürich (www.aktiencheck.de) - AMD-Aktienanalyse der UBS:
UBS habe das Kursziel für die Aktie von Advanced Micro Devices Inc. (AMD) (ISIN: US0079031078, WKN: 863186, Ticker-Symbol: AMD, NASDAQ-Symbol: AMD) von 700 auf 730 USD angehoben und die Einstufung "buy" bestätigt. Nach Einschätzung der Schweizer Bank habe der der US-Chipkonzern AI Day den langfristigen Ausblick des Unternehmens weiter verbessert. [mehr]...
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27.07.26 - 11:36
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Samsung converts AMD and OpenAI ties into HBM4 supply wins (Digitimes)
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Samsung Electronics is showing renewed momentum in the AI memory race as it deepens ties with both OpenAI and AMD, two partnerships that could strengthen its position in the next-generation HBM4 ecosystem after ceding early ground in AI memory to rival SK hynix....
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27.07.26 - 09:06
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Nvidia′s Vera CPU targets go beyond Intel and AMD (Digitimes)
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After Nvidia has grown into a global giant on GPUs, why is it suddenly delving into CPUs? At first glance, its Vera is entering the server CPU market, where its rivals are naturally Intel's Xeon and AMD's EPYC. But Nvidia's real target may be much broader, including cloud providers such as Amazon and Google that design their own CPUs....
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26.07.26 - 20:24
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AMD-Aktie: BofA traut Chipkonzern Kurssprung auf 620 US-Dollar zu (Ariva)
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BofA sieht bei AMD deutlich mehr Potenzial nach oben und traut dem Chip-Konzern ein neues Kursziel von 620 Dollar zu. Grund ist vor allem die erwartete Gewinnexplosion durch KI-Prozessoren. Die Bank of America hat ihre Kaufempfehlung für Advanced Micro Devices nach der Investorenkonferenz "Advancing AI" in San Francisco bekräftigt. Das Kursziel bleibt bei 620 US-Dollar. Analyst Vivek Arya sieht in dem Chiphersteller inzwischen deutlich mehr als einen reinen ......
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25.07.26 - 06:12
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Humanoid War Robot Gets Advanced AMD-Powered AI Brain (ZeroHedge)
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Humanoid War Robot Gets Advanced AMD-Powered AI Brain
At the start of February, we began tracking startup Foundation Robotics after publicly available news reports and X posts suggested it could become one of the first US companies to deploy humanoid robots on the modern battlefield.
TIME later reported that the company's robots had been sent to Ukraine for testing and evaluation, raising the prospect that these war bots could soon reach the front lines in Eastern Europe.
Our February 2 report, "Watch: Russian Soldiers Surrender To Gun-Wielding Robot; Humanoid Warfare Nears," and our February 3 report, "AI's Next Frontier Is Physical As Humanoid Robots Begin March On Assembly Lines And Beyond," both preceded TIME's coverage of Foundation by a full month and showed how these robots were being positioned for testing in Ukraine.
In another signal that Foundation is preparing its war bots for battlefield deployment, Reuters reported that the startup partnered with Advanced M...
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