AMD · News · 20260915N

AI Chip Competition

ADVANCED MICRO DEVICES INC · 2026-09-15 · Importance 57 · Surprise 64

Nvidia is targeting the data-center CPU market currently led by AMD and Intel with its Vera CPU platform. Nvidia expects revenue from the CPU category to more than double in its next fiscal year, increasing competitive pressure on AMD’s server CPU business. Third-party coverage also characterizes Nvidia as likely to remain ahead of AMD through 2028, although other reports describe AMD as narrowing the AI-chip gap and gaining customer, socket, and AI-rack traction against Intel.

Key facts

• Piper Sandler analyst David O'Connor initiated coverage on AMD with an Overweight rating and a $600 price target, projecting revenue growth at a 50% CAGR and EPS compounding at 65% through 2030. source
• A September 14 filing with the Securities and Exchange Commission (SEC) showed that CEO Lisa Su became responsible for the biggest Advanced Micro Devices (NASDAQ: AMD) stock insider trade since June. source
• Advanced Micro Devices stock price fell by 4.40% to $493.41 on Monday, September 14, 2026. source
• In the most recent trading session, Advanced Micro Devices (AMD) closed at $504.19, indicating a +2.18% shift from the previous trading day. source
• Piper Sandler has reaffirmed its 'Overweight' rating on Advanced Micro Devices (NASDAQ: AMD) following the company's third-quarter pre-quiet period discussions with investors. source