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2 articles on this topic, newest first.

AMD Crossed $1 Trillion, and the Market Started Looking at CPUs Again

AMD's stock topped a $1 trillion market cap for the first time. The rally isn't just about being an Nvidia alternative. It reflects a reassessment of AMD as a full-stack AI infrastructure vendor, one that bundles CPUs, GPUs and networking, as AI shifts from chatbots to agents and reignites data center demand for CPUs.</deck> <parameter name="oneline">As AI moves from chatbots to agents, the market has started counting the CPU sitting next to the GPU again.

Tech

The CPU Rally Muse Woke Up: Why Arm Really Jumped 17%

Meta's AI agent lit the fuse, but the bigger shift is elsewhere. As AI moves from answering to acting, the CPU work behind the GPU — orchestration, search, memory, networking — is growing, and Arm just moved from an IP company to a company that sells data center CPUs directly.

Tech