AMD Poised to Steal Data-Center CPU Share From Intel, Nvidia
Raymond James sees AMD gaining ground in data-center CPUs while converting revenue into profit more effectively than rivals.
AMD is quietly becoming the one to watch in the data-center CPU race, and Wall Street is starting to take notice. A Raymond James analyst is out with a bullish take, arguing that AMD is strongly positioned to grab market share from both Intel and Nvidia in the data-center CPU space. That's a big call — and if it plays out, the upside could be significant.
The core thesis here is two-fold. First, AMD has the product lineup to compete head-to-head with Intel's server chips while also carving into territory where Nvidia dominates. Second, and this is the part traders should care about, AMD is seen as capable of turning that revenue growth into real profit. Top-line gains that don't drop to the bottom line are worthless — AMD, per Raymond James, isn't making that mistake.
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Data centers are where the money is right now. Every hyperscaler, every enterprise IT shop, every AI workload needs compute infrastructure. CPUs remain the backbone of that infrastructure even as GPUs grab the headlines. AMD's EPYC processors have already been chipping away at Intel's longtime stranglehold on server CPUs, and this analyst thinks the momentum isn't slowing down.
For retail traders, the play is straightforward: AMD sits at the intersection of AI infrastructure build-out and traditional enterprise compute refresh cycles. That's a rare double-dip opportunity. Intel is on defense. Nvidia owns the GPU narrative but CPU is different terrain. AMD could own that gap — and Raymond James is betting it will.
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