Core 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]

Group 1 - TSMC's Arizona plant has secured a significant order from AMD, which will shift its EPYC server production from Samsung to TSMC's 4nm process [1] - Major tech companies like Apple and NVIDIA have also announced plans to utilize TSMC's Arizona facility for chip production [1] - AMD's upcoming sixth-generation EPYC processors will be produced using TSMC's 2nm technology, making AMD the first high-performance computing (HPC) client for TSMC's 2nm process [1] Group 2 - AMD had previously collaborated closely with Samsung on the SF4X process for various products, including EPYC CPUs, Ryzen APUs, and Radeon GPUs, but it is unclear if this partnership has ended entirely [2] - Samsung's need to establish a reputation in the semiconductor industry makes AMD's withdrawal a significant setback for the South Korean company [2] - AMD is also working with TSMC to produce the "Venice" server CPU using 2nm technology and is focused on the Ryzen 9000 series consumer CPUs [2]