$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ The shift toward agentic AI and inference plays to AMD's strengths. First, both require much higher CPU-to-GPU ratios: training at about 1:8, inference at around 1:4, and agentic AI at 1:1. AMD leads in the high-performance data center CPU market, so this is a significant tailwind. On top of that, data center CPU prices should also rise, as agentic AI needs more cores, which should push prices higher.

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