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GUSD
3.8%
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Baird doubled its $AMD price target from $625 to $1,250
The target reflects AMD’s long-term AI opportunity:
- $147 billion in AI GPU revenue by 2030
- 15% share of a projected $1.4 trillion AI accelerator market
- Strong growth across AI GPUs and server CPUs
- A data center CPU market potentially reaching $220 billion by 2030
- Helios entering full production, with Helios 500 supporting higher estimates