Data center demand drives upside for range of semis ahead of earnings: Susquehanna

Susquehanna says rising data-center infrastructure demand tied to AI workloads should produce modest upside for semiconductor companies in Q1 results and Q2 outlooks. Analysts highlighted CPU demand benefits for names such as AMD and Intel, with broader upside implications across chipmakers and related suppliers. Market reaction in the article’s snapshots shows NVDA trading lower intraday but remains a focal point for AI-driven demand; Intel and AMD prices were also shown, reflecting mixed near-term moves despite the constructive outlook.