Asmae writes the prosperity of AI computing power into the 2028 expansion plan! Wall Street bets on AMD (AMD.US) leading the AI inference era with CPU + GPU.

Finance and economics app Zhitong learned that in recent times, Wall Street's bullish sentiment on NVIDIA's AI GPU's biggest competitor - the US PC and data center high-performance chip leader AMD (AMD.US) has become increasingly strong. Financial giants such as Bank of America, Goldman Sachs, and Barclays have recently upgraded their ratings or raised their bullish expectations for AMD. Goldman Sachs recently significantly raised the target price of Advanced Micro Devices Inc. (AMD) from $450 to $640, while maintaining the most optimistic rating of "buy" on the stock. Another institution, Cantor Fitzgerald, raised their target price from $500 to $700, and the most optimistic target price comes from KeyBanc - which raised AMD's target price from $530 to $725 and maintained a "hold" rating.