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Wall Street Sees 'Changing of the Guard' in AI Chips as Intel, AMD, and Micron Soar While Nvidia Lags
Wall Street is shifting investment from Nvidia to Intel, AMD, and Micron as AI demand expands to CPUs, memory, and other infrastructure for agentic AI and data centers. Intel and AMD shares have soared over 25% this week, with Intel hitting a new all-time high up 14% today, while Micron jumped 37%. Analysts highlight a broadening AI hardware boom beyond GPUs.
Why it matters
Diversification in AI infrastructure winners signals trillions in capex flowing beyond Nvidia, powering the next phase of agentic AI scaling.