Lisa Su’s AI Data Center Vision Sends AMD Stock Soaring—Wall Street Scrambles to Keep Up

AMD CEO Lisa Su just dropped a hydrogen bomb on the semiconductor space—her bullish AI data center predictions sparked a 15% pre-market rally while Intel shareholders groaned into their coffee.

The AI Chip Arms Race Heats Up

Su's projection of $400B in AI data center spend by 2027 sent shockwaves through trading floors. Analysts now debate whether this is visionary forecasting or strategic hype to outmaneuver Nvidia's dominance.

Wall Street's Schrödinger Stock

AMD simultaneously became a 'must-own AI play' and 'overbought bubble candidate' within the same analyst notes—proving yet again that price targets exist mainly to justify bonus cycles.

The real winner? Option traders riding the volatility wave as Su masterfully plays the tech-prophet card Wall Street can't resist.

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According to Lisa Su, AMD is ready to meet the growing demand for data center components. She stated, “We have now all of the pieces to deliver full AI factories, and that is really our goal throughout this entire stack, across CPUs, GPUs, software, networking, and our cluster-level systems design.”

Of course, there are always concerns that AMD won’t be able to compete with Nvidia (NVDA) in the AI sector. This is a market that Nvidia currently dominates, but Su believes AMD can carve out a space for its offerings. She claimed AMD will be able to secure a double-digit share of the sector over the next three to five years. This would translate to an 80% annual increase over that same period, which could generate tens of billions of dollars in revenue.

AMD Stock Movement Today

AMD stock was up 6.18% in pre-market trading on Wednesday, following a 2.65% fall yesterday. The shares have rallied 96.64% year-to-date and 70.51% over the past 12 months. Trading volume is muted at 2.8 million shares, compared to a three-month daily average of 70.18 million units.

Is AMD Stock a Buy, Sell, or Hold?

Turning to Wall Street, the analysts’ consensus rating for AMD is Moderate Buy, based on 27 Buy and 10 Hold ratings over the past three months. With that comes an average AMD stock price target of $278.81, representing a potential 17.38% upside for the shares.