Advanced Micro Devices Inc

AMD: XNAS (USA)

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AMD Looks Poised to Thrive in the Agentic AI Era

Brian Colello

Jul 24, 2026

Business Strategy and Outlook

Advanced Micro Devices has significant digital semiconductor expertise and is well positioned to prosper from favorable trends in data centers and artificial intelligence. We consider AMD to be one of two notable firms in graphics processing units, which are especially suited for AI. The company may play second fiddle to Nvidia in AI GPUs, but its GPU expertise should become increasingly valuable—and lucrative—in the years ahead.

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Advanced Micro Devices Inc

AMD Looks Poised to Thrive in the Agentic AI Era

Business Strategy and Outlook

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