AISeeking Alpha4 days ago
The Compute Inversion And Why AMD Will Lead Agentic AI
1 min read
AMD is rated Strong Buy with a $977.32 fair value target, driven by compute inversion and agentic AI trends. The 256-core Venice CPU, panel-level EFB packaging, and open-ecosystem strategy target a $120B+ server CPU TAM. Key catalysts include the Meta 6-GW ASIC deal and MI450X/Helios deployments.
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