AMD Advanced Micro Devices Inc WKN: 863186 / ISIN: US0079031078 AMD's EPYC Chips Take the Wheel in Autonomous Trucks as Wall Street Debates the Ceiling 27.08.26 03:21 Börse Global (en) The race to dominate artificial intelligence has largely been fought inside climate-controlled data centers. AMD is now betting part of its future on a far grittier battlefield: the dusty highways of the Permian Basin, where the company's server processors will soon be piloting 80,000-pound trucks with no one behind the wheel. The chipmaker unveiled a collaboration with Kodiak AI on Wednesday, tapping its EPYC processors to power the seventh generation of the autonomous trucking firm's platform. It marks the first deployment of AMD's server silicon in driverless heavy freight, with Kodiak's fleet already operating without personnel in the cab across the Permian Basin and eyeing public highway runs later this year. The EPYC chips will chew through real-time data streams from LiDAR, cameras, and radar — a safety-critical workload that demands zero latency. The announcement dovetails with a busy stretch for AMD's data center narrative. On Tuesday, Raymond James analyst Simon Leopold upgraded the stock to "Strong Buy," lifting his price target from $565 to $641 while pointing to a server CPU market he sees expanding at a 44 percent annual clip to $201 billion by 2030. AMD's own internal forecast is even more aggressive at $220 billion. The stock jumped nearly five percent on the call, closing at $479.18 in U.S. trading, while German-listed shares added 1.3 percent to €416.00 on Wednesday. The bullish chorus extends beyond Raymond James. Baird's Tristan Gerra has floated a $1,250 target, anchored on a projection of $147 billion in AMD revenue from AI accelerators alone by decade's end. Supporting that optimism are second-quarter figures showing data center revenue up 107 percent year over