AMD secures a $15 billion AI order, and Wall Street predicts a 78% rise challenge to Nvidia.

2025-11-24 22:20:20

[Coin World] A certain Wall Street brokerage recently set a target price of $272 for Nvidia, which looks quite tempting with a 53% rise potential. However, what's even more interesting is that AMD is being highly anticipated this time - a target price of $377 implies a 78% pump potential.

Why is there such optimism for AMD? The key lies in the several big contracts they recently secured. The AI computing power contracts signed with OpenAI and HUMAIN amount to 1 GW, and it is estimated that by 2026 this business could be worth $15 billion. Although Nvidia's Blackwell series is still the favorite in the data center market, AMD's MI400 series is about to be launched, and given their existing foundation in the server market, it is very likely that by the end of 2025, the competition will reach a new level.

Both companies are benefiting from the explosive demand for AI, but we should not overlook the risks. Can the power supply sustain such a high demand for computing power? Will investors start to question ROI? These are all pressing questions. In short, the battle for AI chips has just begun, and we need to continue observing how it evolves.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

13 Likes

Reward
13
10
Repost
Share

Comment

0/400

FOMOSapien

· 11-27 14:59

15 billion USD, this number is a bit outrageous, is AMD really going to turn things around? --- How much longer can Blackwell hold on? It feels like the game has changed since MI400 came out. --- 78% rise? I don't believe you, Wall Street is spinning stories again. --- The electricity issue is really concerning. If the computing power goes up but the power grid can't handle it, it's useless. --- This is really a buy the dip opportunity for AMD; those who act fast will benefit while those who are slow won't. --- The question is whether OpenAI's order is reliable; that's the key issue, right? --- Having a solid server infrastructure is AMD's true trump card; NVIDIA can't take advantage of it. --- 2026? That's too far away; who knows what could happen in between. --- I actually want to see the real performance of MI400; everyone can talk about PPT capabilities.

View OriginalReply0

ForkPrince

· 11-27 04:35

A $15 billion order does sound tempting, but the electricity part is really a hurdle. Is AMD's turnaround opportunity here? It feels like we should wait to see the real performance of MI400. The 78% rise expectation from Wall Street seems to be just a preliminary hype. A 1GW contract is indeed bullish, but I'm worried the grid can't handle it. Can this really shake Nvidia's position, or is it just the same old hype? Once again, it's the story of "AMD is about to rise" for another year, the same routine.

View OriginalReply0

GasFeeTherapist

· 11-25 17:03

AMD is really going to turn things around this time, this $15 billion order shows that the market is indeed diversifying. Wait, will the power issue really become a bottleneck? It feels like no one is seriously discussing this part. 78% rise? Sounds pretty outrageous, but who can blame NVIDIA for monopolizing for so long? The MI400 is about to be released, NVIDIA has to take this seriously this time, not just a false alarm. I've been optimistic about AMD for a long time, is it finally its time to shine?

View OriginalReply0

GasGrillMaster

· 11-24 22:50

15 billion orders sound like a bull, but can AMD really take down NVIDIA? I think it's doubtful. AMD is about to take off again, this time it's different. Can MI400 perform, or is it just paper data again? 78% rise, how much fluff is there in this broker's prediction? The real issue is that the power can't keep up; no matter how strong the Computing Power is, it's useless without electricity. AMD finally has a chance to turn things around, fighting. NVIDIA still has a bit of an edge in the data center cake. More orders do not equal delivery; don't be too optimistic, brother. It feels like the AI chip war is starting to get interesting, waiting for MI400's performance.

View OriginalReply0

TokenRationEater

· 11-24 22:50

$15 billion order? It seems that AMD is really about to make a comeback this time, whether the MI400 can hold up is the key.

View OriginalReply0

RugpullAlertOfficer

· 11-24 22:49

Can AMD really turn things around this time? A $15 billion order sounds appealing, but the power consumption is a concern, brother.

View OriginalReply0

BearMarketBard

· 11-24 22:48

AMD's $15 billion order is indeed impressive, an 78% rise is a figure that's too exhilarating to ignore --- Blackwell hasn't fully rolled out yet, and MI400 is about to stir things up, how will NVIDIA cope with this? --- The key issue is whether there is enough electricity, that's the real problem; no matter how powerful the hardware is, it's useless without power --- Wall Street is starting to spin stories again, let's talk when AMD actually delivers --- A 1GW order sounds impressive, but the real challenge is whether it can be delivered on time --- Walking on two legs is actually a good thing for retail investors; finally, there are choices --- The power bottleneck issue has really been ignored for too long; why hasn't anyone seriously calculated it? --- Is AMD's turnaround finally here? I've been waiting too long for this day --- Will it only be worth $15 billion by 2026? How am I supposed to make money this year? --- NVIDIA should be nervous now; its monopoly position is about to be shaken up.

View OriginalReply0

WhaleMistaker

· 11-24 22:40

AMD 78%? Sounds quite tempting, but I'm afraid it's just another Wall Street trap. $15 billion orders are indeed impressive, but NVIDIA has already integrated Blackwell, so AMD might not catch up quickly. The power issue is really a hurdle that can't be avoided; no matter how amazing the chips are, they can't be used without electricity. Both companies are wildly expanding production; whoever drops the ball in the second half is finished.

View OriginalReply0

0xInsomnia

· 11-24 22:36

The 78% rise of AMD sounds crazy, but can it really perform? Or is it just another wave of hype...

View OriginalReply0

DefiPlaybook

· 11-24 22:32

15 billion USD by 2026, this is the new story of the Mining era, just replaced with Computing Power. --- A 78% rise sounds great, but how do we look at the on-chain data? Can AMD really grab market share? --- The power consumption issue is more painful than rising gas fees, isn’t anyone talking about this? --- OpenAI and HUMAIN teaming up to foot the bill, it’s somewhat like the cooperation during the Liquidity Mining era, can it last? --- NVIDIA is still the darling of data centers, can AMD's MI400 become a dark horse? We’ll see by the end of 2025. --- Wall Street's target price is similar to my analysis of the Candlestick, both are blind guesses, but the figure of 15 billion USD does have room for imagination. --- Another power bottleneck, this problem is harder to calculate than Impermanent Loss, can someone provide a definite number?

View OriginalReply0

Trending TopicsView More
#JoinCreatorCertificationProgramToEarn$10,000
108.56K Popularity
#FedRateCutPrediction
32.11K Popularity
#SUIETFLaunched
10.3K Popularity
#BitcoinActivityPicksUp
7.72K Popularity
#PostonSquaretoEarn$50
37.49K Popularity

Hot Gate FunView More

1
DRUNKMORTY Drunk Morty Meme
MC:$3.72KHolders:2
0.28%
2
JOHNJohncoin
MC:$3.77KHolders:5
0.48%
3
CASHCASH
MC:$3.7KHolders:2
1.28%
4
GAUSDTGATE
MC:$3.57KHolders:2
0.05%
5
GtigerGtiger
MC:$3.67KHolders:5
0.17%

Sitemap