GOLDMAN SACHS MAINTAINS THE BOX BUY-IN RATING AND EXPECTS FP2027 AI TO OUTPERFORM ITS REVENUE EXPECTATIONS

ACCORDING TO THE TIDE STUDY, GOLDMAN SACHS MAINTAINED THE AVGO PURCHASE RATING IN THE 18 AUGUST STUDY AT A TARGET PRICE OF $525. GOLDMAN SACHS PROJECTED A REVENUE OF APPROXIMATELY $57 BILLION FOR CHASE FY2026 AI AND $133 BILLION FOR FY2027 AI, 12 PER CENT ABOVE THE MARKET CONSENSUS. THE TOTAL REVENUE RECEIVED BY CHASE FY2027 IS PROJECTED AT $18.686 BILLION AND BY EPAS AT $21.40. GOLDMAN SACHS ARGUED THAT THE MARKET WAS TOO CONCERNED ABOUT THE COMPETITION OF UNDC AND AMD, AND CHASE WAS CURRENTLY 38 TIMES LESS THAN FULLY ACCOUNTING FOR AI ' S INCOME POTENTIAL. GOLDMAN SACHS SUGGESTED FOCUSING ON THE FY2027 AI INCOME GUIDELINES, THE ASC SHARE AND DATA CENTRE DEPLOYMENT ISSUES。