Advanced Micro Devices IncAMD
▲ ポジティブ資本関連度
Bank of America raised its AMD price target to $720 from $620 on projected agentic compute demand.
資産への影響 6
Artificial Intelligence
Advanced Micro Devices Inc
Penguin Solutions, Inc.PENG
▲ ポジティブ需要関連度
Penguin Solutions surged amid rising compute demand for agentic AI infrastructure.
Alibaba Pictures Group Ltd1060
言及
Semiconductors
Intel CorporationINTC
▼ ネガティブ需要関連度
Intel CEO said the company can currently meet only about 50% of customer demand.
ON Semiconductor CorporationON
▲ ポジティブ需要関連度
onsemi jumped as rising agentic AI compute demand broadens infrastructure needs beyond GPUs.
Spatial Computing / AR/VR
Meta Platforms Inc.META
▲ ポジティブ技術関連度
Meta's Muse agent rollout drives infrastructure demand for dedicated cloud VMs with persistent CPU and memory.