Post by @gritcapital

AMD shares climbed more than 3% after Microsoft announced it will use the chipmaker’s upcoming Helios AI platform to power Azure workloads. The deal puts AMD’s next-generation rackscale system—which combines 72 GPUs with its CPUs, networking chips, and software—directly into competition with Nvidia’s dominant AI infrastructure. Wall Street is getting more bullish, too: 📈 Rosenblatt raised its AMD price target from $490 to $655 📈 UBS increased its target from $670 to $700 📈 Analysts expect data center revenue to nearly double from $16.6B in 2025 to $31.2B this year AMD stock is now up 139% in 2026. Microsoft, Meta, and Oracle are all expected to use Helios—but Nvidia is already preparing a next-generation rack capable of supporting twice as many GPUs. The AI chip race is officially moving from individual processors to entire data centers.