Key Points Both AMD and ARM are set to ride the wave of agentic AI and increasing demand for server CPUs. AMD also has a strong inference GPU opportunity, while ARM faces some headwinds in its core smartphone market. 10 stocks we like better than Advanced Micro Devices › Agentic artificial intelligence (AI) is here. There is no clearer sign of that than Meta Platforms' personal Muse AI agent becoming the most-downloaded app on the Apple App Store after launching earlier this month. Meanwhile, Grand View Research predicts that the enterprise AI agentic market will grow at an over 48% compounded annual growth rate through 2033 to $83.4 billion. With the rise of agentic AI also comes the need for more data center server central processing units (CPUs).
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