AMD(US:AMD) 智通财经网·2025-10-07 08:33Core Viewpoint - AMD has entered a significant infrastructure deal with OpenAI, supported by Microsoft, which is expected to generate over $100 billion in revenue over the next four years [1] Group 1: Analyst Upgrades - Jefferies upgraded AMD's rating from "Hold" to "Buy" and raised the target price from $170 to $300 [1] - The analyst team led by Brian Curtis expressed increased optimism about AMD's prospects following a recent trip to Asia [1] Group 2: Revenue Projections - The collaboration with OpenAI is anticipated to bring in incremental business from new and existing customers [1] - OpenAI's announcement as a major customer for AMD could lead to revenue of $80 billion to $100 billion by 2030 through the deployment of 6GW of computing power [1] Group 3: Market Share Growth - AMD's upcoming Venice server CPU is expected to increase its market share in the server CPU segment by over 500 basis points annually [1] Group 4: Stock Performance - Following the news, AMD's stock price surged by 23.7% on Monday and continued to rise by 1.98% in pre-market trading on Tuesday [1]