AMD: An agentic AI chip winner <\/p>\n
While AI model training requires the parallel processing muscle of large numbers of powerful graphics processing units (GPUs), agentic AI needs more central processing units (CPUs), which are designed for sequential processing. As\u00a0Intel CFO David Zinsner recently explained, because of that shift in usage toward agentic AI, the ratio of GPUs to CPUs in data centers, which not long ago was 8 to 1, and is currently 4 to 1, is headed toward 1 to 1.<\/p>\n
That’s a huge opportunity, and one of the companies best positioned to take advantage of it is Advanced Micro Devices (NASDAQ: AMD), which has consistently taken market share in the server CPU space. AMD has pegged this as a $120 billion opportunity in the next few years, while Nvidia’s CEO recently called it a $200 billion opportunity.<\/p>\n
AMD is already starting to produce CPUs designed specifically for agentic AI with its new Venice CPUs manufactured using Taiwan Semiconductor Manufacturing’s latest 2-nanometer technology. These new chips feature massive memory bandwidth and have 256 cores, which act like isolated work zones. This lets the chip juggle hundreds of AI tasks at the same time. These are top-tier chips that will command premium prices and position the chip company<\/a> to remain a leader in the space.<\/p>\n In the cloud computing<\/a> infrastructure space, Amazon (NASDAQ: AMZN) is one of the companies best positioned for the rise of agentic AI. It has leaned into the trend through a massive partnership with OpenAI designed specifically around AI agents. The two companies have built a stateful runtime environment powered by OpenAI models that will let developers create AI agents that can remember context, access compute, and work with software tools. This environment is optimized to be run on AWS infrastructure and is integrated into its Bedrock Agentcore platform.<\/p>\n Story Continues <\/p>\n As part of their partnership, Amazon will be the exclusive cloud provider for OpenAI Frontier, which lets customers build, utilize, and manage AI agents. OpenAI has also made commitments to use Amazon’s Trainium AI accelerators.<\/p>\n Not to be overlooked, Amazon also has a large custom server CPU business with its Graviton chips. It has signed a large deal to provide Meta Platforms with access to its CPUs.<\/p>\n ServiceNow: Looking to become the AI agent orchestration leader <\/p>\n ServiceNow (NYSE: NOW) basically provides the internal plumbing for information technology (IT) departments to run their software stacks, and the company is looking to leverage that positioning to become a leader in AI agent orchestration. The company’s platform gets deeply ingrained in its customers’ workflows, becoming an indispensable system of record built on top of security permissions, custom business logic, and audit trails.<\/p>\n While ServiceNow has grown its revenues at fairly consistent rates in the neighborhood of 20%, it has a huge opportunity with its new AI Control Tower solution. The company acquired asset visibility company Armis and rights permission solution Veza to boost the security capabilities of its platform. AI Control Tower can identify every AI agent and model running within an enterprise and apply governance and monitor security risks. It also tracks the performance of AI agents and gives customers full visibility into whether AI agents are earning their keep.<\/p>\n With the proliferation of AI agents still in its early days, ServiceNow has a huge agentic AI opportunity ahead of it.<\/p>\n Should you buy stock in Advanced Micro Devices right now? <\/p>\n Before you buy stock in Advanced Micro Devices, consider this:<\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a010 best stocks<\/a> for investors to buy now\u2026 and Advanced Micro Devices wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $439,632!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you\u2019d have $1,316,532!*<\/p>\n Now, it\u2019s worth noting\u00a0Stock Advisor\u2019s total average return is 960% \u2014 a market-crushing outperformance compared to 211% for the S&P 500.\u00a0Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of June 4, 2026. <\/p>\n Geoffrey Seiler<\/a> has positions in Advanced Micro Devices, Amazon, Meta Platforms, and ServiceNow. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Meta Platforms, Nvidia, ServiceNow, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy<\/a>.<\/p>\n![\"Artist](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/06\/656a3f502101bafbed7f8edaa14580f2.jpeg\")
Image source: Getty Images. Amazon: The agentic cloud platform <\/p>\n