AMD Action: Analysts nach jüngstem KI-Deal wisely | 21.08.24

• AMD übernimmt ZT Systems voor Milliardensumme
• Responding is easy
• Analysts lobe jüngsten Zukauf

I have come up with a chip specialist AMD, which will run the summer of the billion US dollar ZT Systems around the world. ZT Systems has specialized in the production of AI and multipurpose computing infrastructures and therefore places the world’s largest hyperscale providers there. While the purchase is that AMD has the full know-how in the AI ​​system of the American American companies, its own silicon and software capabilities for eränzen, it is in the entspeakchenden business unit. If you want to take the next step, the implementation of AMD’s AI rack scale systems in cloud and business operations is suitable. The conclusion of the transaction is completed by the end of 2025.

AMD supporters euphoric

AMD Anleger reacts to the sale in the US and moves the AMD action on the Annunciation last 4.52 percent to 155.28 US dollars. Since we have found the positive version of the chip konzer, the KI-Branchenprimus NVIDIA is smaller in wool. NVIDIA is more with the greatest knowledge of the market technology at the technology with advanced intelligence. If you want to use the platzhirschen, install AMD hardware and software with one hand.

JPMorgan seeks NVIDIA

JPMorgan analyst Harlan called the young deal “a step in the right direction for AMD,” as per MarketWatch. The one the chip specialists are using is “NVIDIA’s ability to close in the coming years.” So when AMD tapped ZT Systems’ expertise in shifting profitable cooling solutions, the rising performance demands of the accounting centers became increasingly greater. This hotplate is one of the best that AMD’s portfolio of AI silicon has made on the “complete system solutions.” There is an AMD action with a “neutral” rating that has earned a price of 180 US dollars.

Wedbush Securities “wisely sensible”

Wedbush Securities expert Matt Bryson estimates the young man who uses a “strategic and opportunistic” strategy. There is an AMD action with an “overweight” rating that has yielded a price of 200 US dollars. It is a fact that AMD ZT Systems has earned a price, “was probably such a part of the supply on the (Original-Design-Manufacturer-)Markt and especially on the strengthened presidency of Foxconn in the (NVIDIA-)Server-Supply chain backsupply is”, as Bryson writes in a message, the MarketWatch previous,. So the chip repairer of the hardware repairer of ZT Systems after the purchase of the hardware version was the NVIDIA rival who has helped himself, “part of the costs” with backsupply.

The Wedbush analyst is looking at the deal with the question of whether AMD is “cautious.” Zudem has had the chance to see the chipmaker make his money for ZT Systems, but that was one of the positives in the graphics processing market.

Piper Sandler plays “fehlendes Puzzlestück”

Piper Sandler expert Harsh Kumar has found the AMD puzzle “the perfect puzzle piece” for AMD, which is in MarketWatch. Thus, Kumar analyzed that the combined system development of AMDs in the display is “not dependent on the development of the software”, while the interfaces with NVIDIA are “reliant on the security of use laws and the development of software competence”. Asking if there is a good chance that there is a chance: “Our next view offers the development of the ZT Team (~1,000 engineers) that is urgently needed to improve expertise on rack-floor, with AMD’s competence on board-floor can be paired, in order to provide a decisive factor in the design aspects of servers and racks in the future”. Kumar has chosen the AMD action with “Overweight” and a price of 175 US dollars, making the company “Top-Pick” in the direction of the higher cap Chip action has gone.

Editorial staff finanzen.ch