
OpinionAMD
AMD's next AI win may be hiding in server CPUs
AMD's next AI leg may be built on EPYC server CPUs that handle the database, orchestration and inference work surrounding GPU-heavy reasoning. With Data Center revenue up 107% year over year and Raymond James upgrading AMD to Strong Buy on agentic-AI demand, the CPU angle deserves more than a footnote.
Aug 26, 20262 MIN