Following Advanced Micro Devices Inc.'s (NASDAQ:AMD) Advancing AI 2026 event in San Francisco, top technology analysts are issuing aggressive price targets and bullish forecasts for the chipmaker.
Futurum Equities reiterated its Buy rating and raised its price target to $800—representing nearly 48% upside—declaring "AMD is one of our top convictions." At the same time, Moor Insights & Strategy chief analyst Patrick Moorhead highlighted projections indicating the server CPU market will surge past $200 billion by 2030.
Futurum Eyes $800 Target on 14GW Commitments Daniel Newman of Futurum Equities cited AMD’s rapidly expanding hardware ecosystem and customer momentum following major keynote announcements.
Key among them is a strategic 2-gigawatt deployment deal with Anthropic, bringing AMD’s total committed accelerator deployments to 14 gigawatts.
Futurum models $38 billion in GPU revenue next year, accelerated by 6th Gen EPYC "Venice" CPUs and AMD Helios rackscale solutions, which deliver up to 30% more tokens per dollar than competitors.
