---
title: "The agentic AI supercycle is here. This stock could be its biggest winner."
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286654035.md"
description: "The rise of agentic AI, which allows AI to perform tasks independently, is creating significant demand for high-performance CPUs. Advanced Micro Devices (AMD) is well-positioned to benefit from this trend, as the market for server CPUs is expected to grow from $60 billion to $120 billion by 2030. With a shift in data center GPU-to-CPU ratios and increasing CPU demand, AMD could be a major winner in the agentic AI supercycle."
datetime: "2026-05-16T22:09:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286654035.md)
  - [en](https://longbridge.com/en/news/286654035.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286654035.md)
---

# The agentic AI supercycle is here. This stock could be its biggest winner.

AMD looks poised to be a huge agentic AI winner.

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## Related News & Research

- [AMD set to benefit from agentic AI CPU demand surge](https://longbridge.com/en/news/286655054.md)
- [BUZZ-Citigroup sees server CPU market reaching $132 billion by 2030, Intel to lead](https://longbridge.com/en/news/286771641.md)
- [Intel Is Supposed to Be in a New CPU Era But Its Losing Market Share to AMD and Arm](https://longbridge.com/en/news/286646639.md)
- [ASMedia lands new ASIC client](https://longbridge.com/en/news/286290571.md)
- [Strategic Family Wealth Counselors L.L.C. Buys New Position in Advanced Micro Devices, Inc. $AMD](https://longbridge.com/en/news/286539845.md)