AMD news.

$NVDA - LYNX EQUITY GROWS MORE BULLISH ON NVIDIA

Lynx Equity says $NVDA is climbing its list of favorite stocks following Nvidia’s $3.5 billion investment in MediaTek’s convertible debt. The firm sees the partnership expanding across data centers, AI devices and automotive systems, while potentially securing critical memory and flash supply. Lynx expects Nvidia’s momentum to continue into 2027, while…

AMD, Cisco, and Humain to deploy up to 250 MW of AI infrastructure in 2027. $AMD $CSCO

AMD, Cisco and Humain expand Saudi Arabia’s AI infrastructure.

$AMD - AMD UPGRADED TO STRONG BUY — $641 TARGET

Raymond James upgraded AMD to Strong Buy from Outperform and raised its price target from $565 to $641. The firm expects the server CPU market to surge to around $201 billion by 2030, representing a 44% five-year CAGR, fueled by AI datacenters and agentic workloads. Raymond James sees AMD as offering the strongest combination of earnings upside, datacenter…

Cerebras CEO: Enormous demand for AMD joint product. $CBRS $AMD

AMD plans to raise as much as $5 bln from debt offering. $AMD

AI AGENTS COULD SUPERCHARGE CPU DEMAND

BofA raised its 2030 server CPU market forecast to $210B+ from $170B, nearly 5x the estimated 2025 market. AI agents are driving CPUs from supporting roles toward the orchestration control plane, potentially shifting the CPU-to-GPU ratio from 1:4 toward 1:1. BofA expects 36% annual growth through 2030. AMD remains its top CPU pick, while Nvidia is the…

River AI: Round includes investment from NVIDIA and AMD ventures. Raises $1.1B led by General Catalyst and Amp PBC

ANTHROPIC BUILDS CUSTOM AI CHIPS FOR CLAUDE

Anthropic has confirmed it is building an in-house chip team to design custom AI processors for Claude, aiming to boost speed, efficiency and scalability. The company will co-design hardware and AI models while continuing to rely on chips from AWS, Google, Nvidia and AMD through a multi-chip strategy. The move follows reports of talks with Samsung as a…