09:15 AM EDT, 06/13/2025 (MT Newswires) -- Advanced Micro Devices ( AMD ) is likely to see AI-related revenue from startup Humain sooner than expected as Humain targets to deploy 50 MW of AI compute capacity by end-2025 and up to 2 GW by 2030, Wedbush said in a note Friday.

The brokerage firm said Humain would become a key contributor to the company's sales starting H2 2025.

OpenAI Chief Executive Sam Altman's joint appearance with Advanced Micro Devices ( AMD ) CEO Lisa Su at the AMD event Thursday also hints at deeper collaboration, potentially opening new revenue streams beyond Microsoft (MSFT), Meta (META), and Oracle (ORCL), according to the note.

Wedbush said it remains upbeat on the company's upcoming MI400 chips, which promise major performance gains and may outperform Nvidia's (NVDA) next-gen GPUs in memory and bandwidth.

Combined with stronger enterprise demand and early MI350 rollout, the company appears to be well-positioned to exceed 2025 expectations, Wedbush added.

Wedbush has an outperform rating on Advanced Micro Devices ( AMD ), with a $120 price target.