An analyst from Futurum Equities outlined three critical factors for AMD's success in 2026.
The first factor is the continued strength of its data center CPUs, which the firm calls the company's "cash engine." These CPUs are expected to benefit from high demand and potential price increases.
The second factor centers on the success of 'Helios.' This shipment test will determine if AMD can transition from a component supplier to a full platform provider.
Finally, the analyst suggests AMD does not need to directly beat Nvidia. Instead, AMD must secure its position within the default infrastructure of major clients. This involves encouraging multi-vendor procurement strategies for AI hardware among clients like Microsoft, Meta, and Oracle.