---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000892802.md"
description: "Goldman Sachs: expect rack-level AI servers powered by Nvidia at 50k/92k/148k racks in 2026-28E, and AMD at 5k/13k/15k units in 2026-28E. Almost 10x more racks than AMD by Nvidia in 2028 🔥 $NVIDIA(NVDA.US) $AMD(AMD.US)"
datetime: "2026-09-10T00:26:46.000Z"
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author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Goldman Sachs: expect rack-level AI servers powere…


## Comments (1)

- **Fantastic · 2026-09-10T09:25:46.000Z**: the market is already paying up for the challenger, nvidia sits near twenty eight times trailing earnings while amd is above a hundred and thirty.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**