AI has moved from training to

AI has moved from training to inference + agentic AI. That shift benefits more than just GPUs.

$AMD$ Q1 Data Center: $5.8B (+48% YoY). Q2 guidance: $11.2B revenue (+46% YoY). Lisa Su was explicit: inference and agentic AI demand for high-performance CPUs and accelerators is "accelerating." EPYC keeps taking share. MI455X ramp starts in 2H.

Intel Explodes on Terafab & Apple Deal! Did You Sell Too Early?

Intel surged 12.92% to $110. Reports of Apple entering foundry negotiations with Intel Foundry, and Intel joining Elon Musk's Terafab chip manufacturing consortium. An Apple foundry contract, if confirmed, would provide Intel Foundry with its most significant external customer endorsement, marking what analysts call a critical milestone in the new management team's strategic transformation. With three catalysts igniting on the same day, how is Intel's turnaround story different this time — and did you sell too early?

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