Superior Micro Units Inc. (NASDAQ:AMD) is likely one of the finest progress shares to purchase in 2026. On December 16, Financial institution of America lowered the agency’s value goal on AMD to $260 from $300 and maintained a Purchase ranking on the shares. This sentiment was posted as BofA revised its targets for US semiconductor shares, figuring out 2026 because the midpoint of a decade-long transition towards AI-optimized IT infrastructure. Whereas the agency warns of near-term volatility as buyers scrutinize AI returns and hyperscaler spending, it expects this strain to be mitigated by the growth of AI factories and LLM improvement.
In different information, on December 2, AMD and Hewlett Packard Enterprise Co. (NYSE:HPE) introduced an expanded collaboration to develop the subsequent era of open, scalable AI infrastructure. A central part of this partnership is the AMD Helios structure, an open, full-stack, rack-scale AI platform. HPE might be among the many first system suppliers to undertake this structure, which is engineered to simplify the deployment of large AI clusters for analysis, cloud, and enterprise environments.
The Helios platform is constructed on the OCP Open Rack Broad design and integrates a complete suite of AMD applied sciences. This contains next-generation AMD EPYC Venice CPUs, AMD Intuition MI455X GPUs, and AMD Pensando Vulcano NICs for scale-out networking. By using the open ROCm software program stack, a single Helios rack can ship as much as 2.9 exaFLOPS of FP4 efficiency.
To make sure high-bandwidth and low-latency connectivity, HPE is contributing a purpose-built HPE Juniper Networking scale-up swap, developed in collaboration with Broadcom, which makes use of the Extremely Accelerator Hyperlink over Ethernet/UALoE customary. HPE plans to supply the AMD Helios structure globally beginning in 2026.
Superior Micro Units Inc. (NASDAQ:AMD) operates as a semiconductor firm worldwide. It operates in three segments: Knowledge Middle, Consumer and Gaming, and Embedded.
Whereas we acknowledge the potential of AMD as an funding, we imagine sure AI shares provide higher upside potential and carry much less draw back threat. In the event you’re on the lookout for an especially undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring pattern, see our free report on the finest short-term AI inventory.
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Disclosure: None. This text is initially revealed at Insider Monkey.
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