Market Sentiment (@marketsentiment): "Just this year, AMD is up 96%, Arm Holdings is up 117%, and Intel, a company that most investors wrote off, is up 206%! All this is driven by AI agents. Earlier AI server builds used 1 CPU per 12 GPUs. With rising agentic workloads, the ratio is now closer to 1 CPU per 2 GPUs…"

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Just this year, AMD is up 96%, Arm Holdings is up 117%, and Intel, a company that most investors wrote off, is up 206%!

All this is driven by AI agents.

Earlier AI server builds used 1 CPU per 12 GPUs. With rising agentic workloads, the ratio is now closer to 1 CPU per 2 GPUs, which is driving the CPU bottleneck.

[Free report]:

Market Sentiment

Notes on Compute

May 8

5:16 AM

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