Intel vs. AMD: Which Stock Is the Better Buy for the Agentic AI Boom?
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Both Intel (NASDAQ: INTC) and Advanced Micro Devices (NASDAQ: AMD) are coming off big first quarters: Both companies delivered strong results, gave strong guidance, and saw their stocks take off.The two chipmakers share one main commonality: They are major manufacturers of central processing units (CPUs), demand for which has surged due to the rise of agentic artificial intelligence (AI). AI agents work autonomously based on their initial instructions to complete specific tasks, from organizing files on someone's computer to assisting a business with customer service or fraud detection.While graphics processing units (GPUs) got most of the attention in earlier phases of the AI trend because they provide the type of computing power that's most needed when training AI models, CPUs play a critical role in helping AI agents execute tasks by overseeing memory usage, coordinating workloads, and extracting certain data needed for tasks.Continue readingWeiter zum vollständigen Artikel bei MotleyFool
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Quelle: MotleyFool
