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I've Changed My Mind on AMD Stock. The AI Supercycle Has Room for More Than Just Nvidia.

Apr 07, 2026 17:20 UTC

Key PointsAMD has long lived in the shadow of Nvidia..

  • April 07, 2026 — 01:20 pm EDT Written byGeoffrey SeilerforThe Motley Fool-> AMD has long lived in the shadow of Nvidia
  • However, the company is starting to make more inroads with its GPUs as the market shifts toward inference
  • Meanwhile, the company has a huge opportunity with data center CPUs with the rise of agentic AI

April 07, 2026 — 01:20 pm EDT Written byGeoffrey SeilerforThe Motley Fool-> AMD has long lived in the shadow of Nvidia. However, the company is starting to make more inroads with its GPUs as the market shifts toward inference. Meanwhile, the company has a huge opportunity with data center CPUs with the rise of agentic AI. Since the start of the artificial intelligence (AI) build-out, I viewedAdvanced Micro Devices(NASDAQ: AMD)mostly as an afterthought, a company destined to just live deep inNvidia's(NASDAQ: NVDA)shadow. The company was the No. 2 player in thegraphics processing unit (GPU)space

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