Goldman Sachs Highlights AMD's Server CPU Advantage Ahead of Earnings
Goldman Sachs analysts believe Advanced Micro Devices (AMD) has a strong earnings advantage due to its server CPU business, particularly driven by agentic AI demand. The firm expects upside in Q2 results and stronger-than-expected guidance for Q3, with Data Center growth as the main driver.
Topics: Agentic AI AMD Earnings Guidance Goldman Sachs Server CPUs