The AI race looks like it migh

The AI race looks like it might be moving into a new phase.

Lisa Su mentioned that 2026 could be the first year where more AI compute is used to run models than to train them. That shift actually matters.

As AI agents get adopted more widely, inference demand could turn into the next major growth driver. She expects inference to consume around 60% of global AI capacity.

The market has been so focused on training chips, but the next opportunity might come from the massive computing power needed after models are built.

For $Advanced Micro Devices(AMD)$ , the real question is execution — can they grab more AI accelerator share and stay competitive in the next stage of the AI infrastructure cycle? I'm watching this one closely.

AI isn't slowing down, it's evolving. $Advanced Micro Devices(AMD)$ is on my radar.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":588990549135440,"tweetId":"588990549135440","gmtCreate":1784829314000,"gmtModify":1784897262388,"author":{"id":3527667611426942,"idStr":"3527667611426942","authorId":3527667611426942,"authorIdStr":"3527667611426942","name":"Joy34","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","vip":8,"userType":8,"introduction":"-","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":83,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/88ec3b2373764874b64e2b8823dbf69b","width":"1452","height":"725"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/88ec3b2373764874b64e2b8823dbf69b","width":"1452","height":"725"}],"title":"","html":"<html><head></head><body>The AI race looks like it might be moving into a new phase.\nLisa Su mentioned that 2026 could be the first year where more AI compute is used to run models than to train them. That shift actually matters.\nAs AI agents get adopted more widely, inference demand could turn into the next major growth driver. She expects inference to consume around 60% of global AI capacity.\nThe market has been so focused on training chips, but the next opportunity might come from the massive computing power needed after models are built.\nFor <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>, the real question is execution — can they grab more AI accelerator share and stay competitive in the next stage of the AI infrastructure cycle? I'm watching this one closely.\nAI isn't slowing down, it's evolving. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> is on my radar.\n<img src=\"https://community-static.tradeup.com/news/88ec3b2373764874b64e2b8823dbf69b\" tg-width=\"1452\" tg-height=\"725\"></body></html>","htmlText":"<html><head></head><body>The AI race looks like it might be moving into a new phase.\nLisa Su mentioned that 2026 could be the first year where more AI compute is used to run models than to train them. That shift actually matters.\nAs AI agents get adopted more widely, inference demand could turn into the next major growth driver. She expects inference to consume around 60% of global AI capacity.\nThe market has been so focused on training chips, but the next opportunity might come from the massive computing power needed after models are built.\nFor <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>, the real question is execution — can they grab more AI accelerator share and stay competitive in the next stage of the AI infrastructure cycle? I'm watching this one closely.\nAI isn't slowing down, it's evolving. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> is on my radar.\n<img src=\"https://community-static.tradeup.com/news/88ec3b2373764874b64e2b8823dbf69b\" tg-width=\"1452\" tg-height=\"725\"></body></html>","text":"The AI race looks like it might be moving into a new phase. Lisa Su mentioned that 2026 could be the first year where more AI compute is used to run models than to train them. That shift actually matters. As AI agents get adopted more widely, inference demand could turn into the next major growth driver. She expects inference to consume around 60% of global AI capacity. The market has been so focused on training chips, but the next opportunity might come from the massive computing power needed after models are built. For $Advanced Micro Devices(AMD)$ , the real question is execution — can they grab more AI accelerator share and stay competitive in the next stage of the AI infrastructure cycle? I'm watching this one closely. AI isn't slowing down, it's evolving. $Advanced Micro Devices(AMD)$ is on my radar.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/588990549135440","repostId":0,"isVote":1,"tweetType":1,"viewCount":279,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":677,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/588990549135440"}