Nvidia and AMD Brace for Surging AI Demand in 2026 [Yahoo! Finance]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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Source: Yahoo! Finance
into 2026, according to a recent investor note from BNP Paribas Research, following meetings with chip executives in Silicon Valley. BNP Paribas said it met with companies including Nvidia ( NASDAQ:NVDA ), Advanced Micro Devices ( NASDAQ:AMD ), Intel ( NASDAQ:INTC ), Applied Materials ( NASDAQ:AMAT ), Marvell Technology (MRVL), Western Digital (WDC), Seagate Technology ( NASDAQ:STX ), Lumentum Holdings ( NASDAQ:LITE ), Astera Labs ( NASDAQ:ALAB ) and Credo Technology ( NASDAQ:CRDO Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Executives across AI compute and infrastructure expressed confidence that demand in calendar year 2026 is likely to remain ahead of supply, supporting ongoing capacity ramps. Analysts said investor questions during the meetings focused on power availability, custom silicon competition and vendor financing. Power constraints emerged as a common theme. Nvidia and AMD both n
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