AI has moved from training to

AI has moved from training to inference + agentic AI. That shift benefits more than just GPUs.

$AMD$ Q1 Data Center: $5.8B (+48% YoY). Q2 guidance: $11.2B revenue (+46% YoY). Lisa Su was explicit: inference and agentic AI demand for high-performance CPUs and accelerators is "accelerating." EPYC keeps taking share. MI455X ramp starts in 2H.

INTC Drops: Has Competitive Landscape Changed?

Intel fell 3.62% on the same day Cerebras surged 68% in its IPO debut, absorbing the most direct competitive narrative hit as a new AI chip rival went public. Cerebras' CEO warned the U.S. needs 15 years to close the semiconductor manufacturing gap with China — the market assigned that irony squarely to Intel — while NVDA's simultaneous all-time high further compressed INTC's valuation. Do you see INTC as oversold, or has the competitive landscape fundamentally changed?

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