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Advanced Micro Devices has spent much of the artificial-intelligence boom being viewed as a distant second-place chip supplier to Nvidia, but some on Wall Street think 2026 could shift that narrative.
The chip maker is preparing to roll out its Instinct MI450 series of AI accelerators and first rack-scale solution, Helios, in the second half of 2026. TD Cowen analyst Joshua Buchalter thinks the launches “will mark a key inflection point” for both AMD’s stock
AMD and its earnings as the company gains sight of “a very large” total addressable market for compute.
