According to the latest report from GF Securities, AMD's upcoming “Promising AI 2026” conference may bring multiple benefits to the company's stock price, including announcing new hyperscale AI customers and launching a next-generation rack-scale accelerator, which is expected to further narrow the hardware gap with Nvidia. Analysts expect this conference to showcase AMD's technology roadmap and believe AMD is continuing to narrow the hardware gap with Nvidia through the MI450X, while the MI550X is expected to take the lead.

Zhitongcaijing · 3d ago
According to the latest report from GF Securities, AMD's upcoming “Promising AI 2026” conference may bring multiple benefits to the company's stock price, including announcing new hyperscale AI customers and launching a next-generation rack-scale accelerator, which is expected to further narrow the hardware gap with Nvidia. Analysts expect this conference to showcase AMD's technology roadmap and believe AMD is continuing to narrow the hardware gap with Nvidia through the MI450X, while the MI550X is expected to take the lead.