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21:00
May 20 ◎
Colette Kress CFO, NVIDIA Corporation NVDA Q1 FY27 call
NVIDIA is targeting $20 billion in revenue for its standalone Vera CPU, addressing a brand new $200 billion TAM, signaling a major push into a new market segment beyond its core GPU business. — This is a direct challenge to AMD and Intel in the data center CPU market and hinges on the growth of agentic AI workloads.
AMD
MED
22:00
Nov 19 ◎
Colette Kress CFO, NVIDIA Corporation NVDA Q3 FY26 call
China demand is absent from NVIDIA's forecast, creating a significant revenue and market share opportunity for Chinese competitors and a loss for domestic players. — NVIDIA's absence from China's data center market (due to export controls) hands opportunities to domestic Chinese accelerators and alternative suppliers.
AMD
MED

About AMD Analyst Coverage

Buzzberg tracks AMD (Advanced Micro Devices, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Colette Kress.