1. AMD secures a transformative AI growth opportunity through a landmark GPU partnership with OpenAI, positioning for significant data center revenue expansion; 2. The OpenAI deal could drive AMD's annual AI revenue to tens of billions, with potential cumulative revenue exceeding $100 billion over several years; 3. Barclays sets a $300 price target for AMD, citing strong EPS growth and upside potential from AI partnerships, while analysts argue the stock remains undervalued relative to its AI prospects.