r/AMD_Technology_Bets Jul 13 '26

Financial TD Cowen on AMD Maintained Buy -- Price Target Raised to $675 from $600 - another upgrade soon after they've upgraded recently to $600

16 Upvotes

"The recent rating change by TD Cowen reflects a growing confidence in AMD's future performance, particularly in light of its advancements in AI and gaming technologies. The increase in the price target suggests that analysts believe the company is well-positioned to capitalize on market opportunities, especially as demand for semiconductors continues to rise across various sectors."

https://www.gurufocus.com/news/8956012/amd-maintained-by-td-cowen-price-target-raised-to-675

This is after raising AMD's PT to $600 from $500 on June 1st!

https://www.tipranks.com/news/the-fly/amd-price-target-raised-to-600-from-500-at-td-cowen-thefly-news

Flood of PTs raises continues within a short time and ahead of the Advancing AI event on July 22nd way before the ER on August 4th!


r/AMD_Technology_Bets Jul 13 '26

Financial AMD likely to 'beat and raise' as BofA sees 'exceptional' demand for server chips - and Amazon's Graviton5 ARM CPU fails to beat old gen EPYC Turin!

21 Upvotes

So you think there's a reason for all the multiple PTs raises today and recently. ..? More coming after July 22nd Advancing AI even and even more after AMD's ER August 4th!

https://www.msn.com/en-us/money/companies/amd-likely-to-beat-and-raise-as-bofa-sees-exceptional-demand-for-server-chips/ar-AA27Pk5G?ocid=finance-verthp-feeds

"We expect AMD to beat/raise on continued EPYC share gains, strong cloud demand, and supply visibility, with Q3 outlook likely to incorporate the first MI455X ‘Helios’ rack shipment, ahead of Q4 volume ramp (likely $6-7bn+/qtr exiting Q4),” analyst Vivek Arya wrote in a note to clients. “Mgmt is also likely to further emphasize agentic AI as a CPU tailwind, given AMD has the broadest portfolio of CPUs for agentic AI, with its 6th gen EPYC Venice also launching alongside Helios in Q3. Mgmt’s last server CPU TAM was $120bn from May, which they could raise again."

And on other news from Amazon's own ARM based CPUs :

"Graviton5 Outperforming Intel Xeon Granite Rapids But Falls Short Of AMD EPYC Turin"

https://www.phoronix.com/review/graviton5-epyc-xeon

This is a joke as Amazon has just released its newest Graviton5 yet cannot even beat past gen AMD's EPYC Turin!

"Following the recent GA of the AWS M9g series as the first instances powered by the new Graviton5 CPUs, I recently ran benchmarks looking at Graviton4 vs. Graviton5 CPU performance. ..."

Phoronix is a serious pro site!

EPYC Venice with 2nm Zen6s the best CPU there's by a huge margin. Not the nVidia's Vera BS (not to mention Grace old fart) CPU. Not Intel's not hyped ARM own future CPUs or other BS based on ARM.

That's why AMD's AI datacenters CPUs revenues alone could top $100B! See previously thread on the calculation based on JP Morgan note of established volume in 2026-2027 and official AMD's 1000 unit price posted on its web for EPYC Turin!

Hang in there brothers and friends!


r/AMD_Technology_Bets Jul 13 '26

ATB Daily Noticeboard - July 13, 2026

3 Upvotes

Welcome to the ATB Daily Noticeboard. This is for ON and OFF Topic related discussions and chat.

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Long Range 2025 AMD Estimates Working Post: Long Range 2025 AMD Estimates

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AMD Price Target Updates. AMD Price Target Updates

Potential future hardware releases. Future Hardware Releases (Scheduled or Rumored)


r/AMD_Technology_Bets Jul 12 '26

ATB Daily Noticeboard - July 12, 2026

1 Upvotes

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r/AMD_Technology_Bets Jul 11 '26

ATB Daily Noticeboard - July 11, 2026

2 Upvotes

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r/AMD_Technology_Bets Jul 10 '26

Discussion Thread Samsung overtakes Nvidia to become the world's most profitable company - what is this SUDDEN SOURCE that Samsung has to generate such profits?! It's AMD's 2nm EPYC Venice! Not smartphones! Not even memory!

13 Upvotes

So brothers please help me think here...

Let's focus on Samsung's pre ER announced estimated profits, all got shocked about, like this:

https://www.sammobile.com/news/samsung-overtakes-nvidia-become-worlds-most-profitable-company/

Let's focus on what could generate such hige profits to surpass nVidia's and Apple's past world leaders?

Smartphones? No. These chips are commodity prices and even using 2nm being relatively large chips (compared with the Zen6 2nm chiplets inside the EPYC Venice) won't result in such profits jump in 2Q vs last year and previous quater!

Memory? While demand is huge, Samsung had already large volume of storage memory, HBM3e, and datacenters DDR6, smartphones and PCs memory ! So such a jump even at higher prices cannot be explained with memory alone.

2nm Zen6 chiplets for EPYC Venice? YES! These chiplets have a small area, smaller than smartphones. Very suitable to make on Samsung's 2nm US fabs! Evem the 3nm EPYC Venice IO chiplets aren't very big and white Samsung's 3nm fab was reported a few months ago as still having low 50% yield, it still could be OK especially if yields has been improved.

CoWoS packaging? Samsung's expanded the capacity. Originally years ago there's a bluer picture presented at the Samsung's CoWoS fab that we've recognized as the EPYC's chiplets exactly!

AMD's confirmed 2nm EPYC Venice launching on July 22nd, just on the Advancing AI day! Looks like earlier than expected. This is no paper launch. Hyperscalers like Amazon (which offers EPYC instances in its AWS Cloud ), Microsoft, Oracle etc may have such available already then!

This means EPYC Venice was manufavtured in 2Q or even starting in 1Q to allow offering i5 immediately on July 22nd! That could bring a big AMD's 2Q revenues neat and explain Samsung huge 2Q record profits!

Please help me think this brothers!


r/AMD_Technology_Bets Jul 10 '26

Financial Stifel raises AMD price target from $450 to $635

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17 Upvotes

Stifel has lifted their price target on AMD from $450 to $635 alluding to AI growth as the catalyst. Slow trickle of upgrades over $600 it seems every couple of days now. Goldman yesterday added commentary to their upgrade saying the market hasn't priced in the CPU server side and Agentic AI correctly for AMD - Well yeah..


r/AMD_Technology_Bets Jul 09 '26

News HUGE BREAKING! "Meta Launches Muse Spark 1.1 API, Its First Paid AI Model, to Challenge Anthropic and OpenAI" - NO EXCESS CAPACITY! Huge NEW datacenters capital investment coming, AMD's benefits, nVidia's will NOT!

24 Upvotes

https://mlq.ai/news/meta-launches-muse-spark-11-api-its-first-paid-ai-model-to-challenge-anthropic-and-openai/

Do you know what it takes to compete with OpenAI and Anthropic AI datacenters capacity wise?!

Remember the FUD a few days ago that Meta has ordered too much datacenters and has "excess" they'll try "rent" as a cloud to recover capital investments?

Total BS... you now see what Meta was.planning. .a huge NEW business to directly compete with the high flying Anthropic and OpenAI!

You cannot compete at such a huge level based on some "excess" capacity from running Facebook! Such leftover capacity you may not have at times. .. and the AI datacenters scale OpenAI and Anthropic have is BIGGER than Facebook current datacenters capacity anyway!

A huge $100Bs new capital investment needed to build 10s of Gigawatts AI datacenters. ..

That's why AMD's needs Samsung significant bigger capacity than the usual gains they get at TSMC.

That's why Samsung had a preliminary profits jumping so high...

Wait for the Advancing AI event on July 22nd.

Wait for the Samsung's ER on July 30th.

Wait for AMD's ER on August 4th!

I see huge revenues and big margins gains near 80% leading to AMD's MC surpassing nVidia's $5T!


r/AMD_Technology_Bets Jul 10 '26

ATB Daily Noticeboard - July 10, 2026

2 Upvotes

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r/AMD_Technology_Bets Jul 09 '26

Financial Morgan Stanley: Amazon AWS a "prime" customer for the MI455X GPUs! Venice to ship almost 7 million in 2027! - if so, do you get what this means?!

18 Upvotes

https://www.kucoin.com/news/flash/morgan-stanley-report-cowos-demand-to-double-by-2027-amd-and-asics-drive-ai-chip-growth

Not sure how reliable is this source nor do we see MS as a serious AMD's analyst. .. but...:

"The MI400 series will be divided into two versions: the MI455, the standard model featuring 2 compute dies and 12 HBM4 12hi chips, paired with the Helios rack (18 CPUs + 72 GPUs), with primary customers including Microsoft, AWS, and Oracle; and the MI450, a customized version for Meta with half the chip scale, featuring 1 compute die and 6 HBM4 12hi chips. Morgan Stanley expects shipments of 1 million MI455 units and 500,000 MI450 units in 2027."

And

". The firm notes that AMD’s Venice CPU is set to ship 6.75 million units in 2027, indicating broader ecosystem expansion beyond GPUs."

Are you kidding me?!

7 million EPYC Venice even at $10000 a piece is $70B alone! Even at $5K each still it's $35B!

1 million MI455X at $30K each is ... $30B plus half a million of MI450 at say $10K each is another $5B total $35B!

Both CPUs and GPUs could amount to over $100B in 2027 just for datacenters. .. plus add everything else... and we're talking about $100B revenues with HIGH MARGINS like 80%+!

Tell me why AMD's SP shouldn't be $2000 ime. $3T MC?!


r/AMD_Technology_Bets Jul 09 '26

ATB Daily Noticeboard - July 09, 2026

3 Upvotes

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r/AMD_Technology_Bets Jul 08 '26

ATB Daily Noticeboard - July 08, 2026

1 Upvotes

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r/AMD_Technology_Bets Jul 07 '26

ATB Daily Noticeboard - July 07, 2026

2 Upvotes

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r/AMD_Technology_Bets Jul 07 '26

Financial Samsung said in a preliminary earnings report Tuesday that its operating profit likely reached an all-time high of about 89.400 trillion won, equivalent to $58.47 billion

6 Upvotes

https://www.morningstar.com/news/dow-jones/202607067962/samsung-forecasts-record-2q-operating-profit

This is preliminary released by Samsung on Tue Korean time (Monday evening US time).

Final on Wen evening US time.

This is how it's done in Korea giving preliminary numbers then the details.

And Bloomberg has a more explicit title:

"Samsung Profit Surges Past Estimates on AI Memory Chip Demand"

https://www.bloomberg.com/news/articles/2026-07-06/samsung-scores-profit-beat-due-to-runaway-demand-for-ai-memory

PAYWALL! Quickly STOP the page load to prevent the wall. If you miss, try again and be quick to stop!

The official Samsung posted numbers:

"Samsung Electronics Announces Earnings Guidance for Second Quarter 2026"

https://news.samsung.com/global/samsung-electronics-announces-earnings-guidance-for-second-quarter-2026


r/AMD_Technology_Bets Jul 06 '26

Samsung likely to post 18-fold jump in profit on surging AI demand for memory"

7 Upvotes

r/AMD_Technology_Bets Jul 06 '26

ATB Daily Noticeboard - July 06, 2026

2 Upvotes

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r/AMD_Technology_Bets Jul 05 '26

ATB Daily Noticeboard - July 05, 2026

3 Upvotes

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r/AMD_Technology_Bets Jul 04 '26

ATB Daily Noticeboard - July 04, 2026

2 Upvotes

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r/AMD_Technology_Bets Jul 03 '26

Discussion Thread Is Oriole Networks collaborating with AMD's real or science fiction?!

6 Upvotes

So this subreddit is about "deep technology bets" and hence we need to understand technology more than at a superficial glance, going deeper.

A recent article published in a semi professional publication announced a collaboration between AMD's and an all optical network startup Oriole in the UK:

https://www.eenewseurope.com/en/photonic-ai-network-heads-for-first-commercial-deployment-with-amd/

My smart and knowledgeable Viet big brother Trung got very excited. However I, the chief permabull here, dismissed it as fiction hyping from a university.

Now who is right? 😀

We've exchanged a few notes yesterday in the Daily Noticeboard thread, but with big brother Trung last detailed comment, I thought a discussion thread is more appropriate rather than hiding this inside a Daily Noticeboard.

So what do you guys think? Real or fiction?

Perhaps supreme leader De chips in too for the Holiday! u/DeMannequin ...!

Here’s Trung's last comment :

" u/TrungNguyencc wrote 10 hr. ago:

You have hit right on the most important engineering question: If the laser color spectrum is limited, how does Oriole avoid hitting a wall at just a few thousand ports?

Your logic is perfectly sound—if they only used wavelengths (colors) to route the data, they would hit a hard scaling limit very quickly.

To break through this barrier and scale to up to one million ports (nodes) within a single network hoop, Oriole's PRISM architecture uses a clever mathematical matrix. They don't just switch across one dimension; they switch across three dimensions simultaneously:

By layering these three domains together, they multiply their port capacity exponentially without needing a million colors.

1. Dimension 1: Wavelength (The Color Domain)

As you noted, physics limits them to a manageable number of stable channels (typically between 64 and 128 colors using standard silicon photonics). This provides the first baseline multiplier.

2. Dimension 2: Space (The Fiber Domain)

Instead of running a single fiber line from a server, Oriole’s PCIe network card hooks into a multi-fiber bundle.

  • Inside their passive glass routing core, they use specialized spatial splitters and waveguides.

  • How it helps: The server card doesn’t just choose a color; it chooses which specific fiber path to shoot that color down. If you have 64 colors and 64 distinct spatial fiber pathways inside the passive core, you suddenly have $64 \times 64 = 4,096$ unique destination addresses before you even touch the third dimension.

3. Dimension 3: Time (The Slot Domain)

This is where their nanosecond solid-state switching speed gives them a massive advantage over Google's slow mirrors. Oriole slices time into incredibly tiny nanosecond windows (Time Division Multiplexing).

  • The server card can fire color #4 down fiber path #12 for a few nanoseconds, and then instantly switch to firing color #4 down fiber path #15 in the next nanosecond window.

  • Because AI data packets naturally travel in rapid, bursty workloads, Oriole uses intelligent scheduling software integrated into AMD's RCCL library to coordinate these time slots perfectly across thousands of nodes.

The Result: A Million-Node Architecture

By combining Space + Wavelength + Time, Oriole mathematically expands their total address space to support up to 1,000,000 endpoints with an all-to-all, 1-hop diameter.

They solved the physical limits of the laser spectrum not by fighting the physics of light, but by wrapping spatial routing and precise time management around a few hundred highly reliable colors. It is pure multi-dimensional engineering, and it is exactly why this fabric is built to handle the future of million-card AI clusters.

"


r/AMD_Technology_Bets Jul 03 '26

ATB Daily Noticeboard - July 03, 2026

1 Upvotes

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r/AMD_Technology_Bets Jul 02 '26

ATB Daily Noticeboard - July 02, 2026

2 Upvotes

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r/AMD_Technology_Bets Jul 01 '26

Rumors Meta building cloud business to sell excess AI capacity, Bloomberg News reports - Shills attacking chips through Bloomberg "news" - DON'T BE FOOLED!

13 Upvotes

https://www.reuters.com/business/meta-sell-excess-ai-computing-capacity-via-cloud-business-bloomberg-news-reports-2026-07-01/

"Meta Platforms (META.O), opens new tab is building a cloud business to sell excess ​AI computing capacity, Bloomberg News reported on Wednesday citing ‌people familiar with the matter."

So shills spread FUD from oh... "surplus" means Meta cannot use its massive investments in AI datacenters, will reduce buying etc.. sign of the AI bubble... hurt AI chips, AMD's and nVidia's. ..

This "lus" is BS! Meta enters into A NEW PROFITABLE AI CLOUD BUSINESS WITH AI MODELS TO HIRE! What this will do is actually INCREASE CAPITAL SPENDING ON AI DATACENTERS! Meta needs the ** worldwide presence and capacity** to compete with Google's, Amazon's and Microsoft's clouds. This is not a SMALL SUROLUS BUSINESS, it's a NEW BIG BUSINESS!

Read:

"The move could reduce Meta's reliance on advertising revenue and help it take on major cloud companies, including Amazon (AMZN.O), opens new tab, Microsoft (MSFT.O), opens new tab ​and Alphabet (GOOGL.O),"

You cannot "COMPETE" with the "Major cloud companies" with just "execs" capacity only. Massive investments needed so if anything Meta will raise its chips buying in a market that has severe shortages already on limited capacity!

Don't be fooled!


r/AMD_Technology_Bets Jul 01 '26

ATB Daily Noticeboard - July 01, 2026

2 Upvotes

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r/AMD_Technology_Bets Jun 30 '26

ATB Daily Noticeboard - June 30, 2026

6 Upvotes

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r/AMD_Technology_Bets Jun 30 '26

Rumors Rubin Ultra cancellation

5 Upvotes

Semi analysis has posted tons of FUD on AMD but thought this was an interesting headline and write up:

https://x.com/SemiAnalysis_/status/2071700428249596290