AMD Jumps as Raymond James Upgrades to Strong Buy on AI Demand
Raymond James upgraded AMD to Strong Buy from Outperform, citing surging demand for server CPUs needed to run emerging agentic AI computing workloads.
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Raymond James upgraded AMD to Strong Buy from Outperform, citing surging demand for server CPUs needed to run emerging agentic AI computing workloads.
The AI infrastructure market is shifting toward AI-powered server CPUs, with the total addressable market projected to reach up to $200 billion by 2030. Industry giants like NVIDIA and AMD are rapidl…
Nvidia CEO Jensen Huang included China in the company's $200 billion Vera CPU market forecast, signaling long-term opportunity despite U.S.-China trade tensions and pending regulatory approval for ch…
Nvidia moves Vera CPU systems into production for agentic AI workloads, delivering to major enterprises like Anthropic, OpenAI, Oracle, and SpaceX. Oracle Cloud plans hyperscale Vera deployment start…
Nvidia's new Vera CPU gains traction as SpaceX becomes early adopter for AI training. SpaceX targets June IPO at $1.75T valuation, strengthening Nvidia's AI infrastructure dominance across Musk's eco…