AMD(AMD.US)周二的财务分析师日强调了公司技术路线图的进展并讨论了近期与OpenAI和甲骨文的合作。然而Oppenheimer的分析师在一份研究报告中表示至关重要的是该活动没有宣布任何增量的新客户。尽管如此这家芯片制造商表示预计在未来几年随着数据中心业务的强劲需求营收增长将加速其中预测未来三到五年内该业务的年复合增长率将超过60%。瑞银分析师指出AMD可能面临一些供应挑战。不过从广义上讲如果该公司哪怕只实现了（周二）提出的目标的一小部分其股价在未来12个月内应该会继续走高。
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