AMD Watch posted an update
Bernstein rates AMD a Buy and forecasts its AI GPU sales could reach $43 billion in 2027 if the company can keep up with demand, according to a Yahoo Finance article republishing GuruFocus material.
Why it mattersThe analyst also expects third-quarter revenue of about $13.1 billion, but that is a forecast, not a result. Memory costs could squeeze margins too, so the AI sales figure comes with a sizeable “if”.
Discuss: How much weight should investors give an analyst’s AI-chip forecast before AMD reports its results?
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