[REVISION HISTORY]

Navitas and AMD AI-infrastructure growth

Updated 16 times since CLSTR started tracking revisions of this situation.

What changed

2026-09-09 13:33 UTC → 2026-09-11 17:03 UTC · added ~~removed~~

In early July 2026, Navitas Semiconductor’s stock swung approximately 6% amid analyst price target increases and insider share sales. Two weeks later, Navitas reported unaudited Q2 2026 results featuring a 22% sequential revenue rise, fueled by a 50% year-over-year expansion in high-power markets. The company signaled a further 28% sequential revenue gain for Q3, marking its successful transition toward AI infrastructure applications. The AI-infrastructure landscape is seeing rapid expansion. AMD announced a strategic partnership with Core Scientific to secure up to 2.5 GW of U.S. data-center capacity, alongside a multi-billion-dollar push including a deal worth up to $5 billion with AI start-up Anthropic. To fund these intensive investments, AMD completed its largest-ever US dollar bond offering in mid-August, raising $4.75 billion through four tranches of senior notes. While intended for “general corporate purposes,” the raise follows AMD’s commitment to deploy up to two gigawatts of Instinct MI450 chips to power Anthropic’s Claude. AMD reported record Q2 2026 revenue of $11.5 billion, a 50% year-over-year increase. By late August, AMD’s data center segment reported a 107% revenue increase to $6.7 billion. By early September 2026, AMD’s stock had risen approximately 120% during the year. Analysts maintain a positive outlook; of 16 experts analyzed in August, 11 recommended a “buy” while 5 suggested “hold.” Institutional price targets include $730.00 from UBS AG and $650.00 from both Bernstein Research and Jefferies & Company Inc. In early September, Citi reaffirmed its ‘Buy’ rating with a $575 price target following the Citi Global TMT Conference. By September 10, analysts noted that while AMD ~~management highlighted momentum~~ faces high price-to-earnings ratios, long-term opportunities exist in ~~AI, data-center, and server CPU sectors, forecasting the server CPU total addressable market~~ CPUs used for efficient agentic tasks in data centers. Concurrently, Piper Sandler upgraded Broadcom to ~~reach $220 billion by 2030.~~ a ‘strong-buy’ rating, reflecting broader confidence in the AI infrastructure sector.

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