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Right now everyone is still focused on NVDA when talking about AI, but I feel like if Agentic AI really takes off, the bottleneck might slowly shift from GPUs to CPUs and storage chips. This kind of AI isn’t just about chatting, it’s about planning, doing work, and calling tools, so CPU scheduling and memory read/write will become more and more important. So I’ve been looking at AMD and MU lately. AMD not only has GPUs, but its EPYC server …
— ORIGINAL POST ·
I feel like I should start looking at AMD and MU for the second half of AI
· r/stocks
· Apr 28, 2026