🚨 The 10x Agentic AI Boom: CPUs Could Be the Next Big Trade Everyone rushed to buy GPUs for the AI boom. But the next phase could create a much bigger opportunity for CPUs. Why? Chatbots mainly generate responses. AI agents go further: they plan tasks, call APIs, query databases, execute code and coordinate workflows. That creates a lot of work for CPUs alongside the GPUs. Bank of America sees the server CPU market reaching $211 billion by 2030, with AI workloads driving most of the expansion. AMD is one potential beneficiary, but Intel and Arm are competing for the same opportunity. The second-order effect: AI spending may spread beyond the chips generating intelligence to the infrastructure that lets AI actually do things. The big question is whether agent adoption grows fast enough to justify these forecasts, and which chipmakers capture the profits. Is the market still underestimating CPUs in the AI trade? #AI #AMD #Semiconductors #TechStocks #AgenticAI