Advanced Micro Devices (AMD) CEO Lisa Su unveiled the company’s newest AI Chips yesterday in an effort to continue putting pressure on Nvidia (NVDA). Over the past year, AMD has become a strong rival to Nvidia’s dominant reign in the AI stock market race. The AMD Helios AI data center platform will be the “world’s best AI rack,” according to Su, which was seen as a direct shot at Nvidia.

Helios will go head-to-head with Nvidia’s own NVL systems, matching its latest NVL72’s 72 Rubin GPUs with 72 of AMD’s MI455X chips. It’s another sign that AMD is working to move further into Nvidia’s turf in the AI data center market. Additionally, at CES, AMD provided an early look at Helios and, for the first time, unveiled the full AMD Instinct MI400 Series accelerator product portfolio while previewing the next-generation MI500 Series GPUs.

“At CES, our partners joined us to show what’s possible when the industry comes together to bring AI everywhere, for everyone,” said Dr. Lisa Su, chair and CEO of AMD. “As AI adoption accelerates, we are entering the era of yotta-scale computing, driven by unprecedented growth in both training and inference. AMD is building the compute foundation for this next phase of AI through end-to-end technology leadership, open platforms, and deep co-innovation with partners across the ecosystem.”

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The ongoing AI boom has increased the demand for data center components, such as AMD’s AI-focused CPUs and graphics cards. The boom is expected to continue in 2026, sending AMD even higher. Most analysts recommend buying AMD, with price targets above the current market price. Stifel, with the highest historical price target accuracy (97), targets $280. Benchmark, with a lower overall score, aims for $325. Raymond James has a lower price target of $200, showing caution. Stifel’s accuracy in price predictions suggests confidence in their target for AMD stock.