花旗发表研究报告指，AMD与OpenAI宣布达成合作，OpenAI将于2026年下半年起数年内部署6GW的AMD GPU，并获取AMD最多10%股权。AMD管理层预期合作将在未来数年内带来1000亿美元收入，预计2027年数据中心AI业务达数百亿美元规模。 花旗估算，每GW的AI容量相当于约150亿美元销售额及1美元每股盈利，预料今次合作将为AMD 2027年每股盈利预测带来32%增益，交易利好整个半导体行业需求及估值，相应将AMD 2026年及2027年收入预测从405亿及485亿美元上调至505亿及785亿美元，每股盈利预测从4.81及6.25美元上调至4.87及8.23美元；维持“中性”评级，目标价从180美元上调至215美元。
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