AMD and Intel Lead Gains as AI Infrastructure Shifts from GPUs to CPUs
In 2026, AMD and Intel have surged due to a shift in artificial intelligence infrastructure spending toward central processing units (CPUs) for inference tasks. Wall Street analysts are betting on this structural change, with AMD's stock rising about 25% after strong Q1 earnings and Intel more than tripling in value year-to-date.
Topics: AI AMD Intel market trends semiconductors