---
title: "The era of AI execution has arrived: CPU and memory interface chips undergo 'violent revaluation'."
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40162001.md"
description: "Core Logic: From 'Model Training' to 'Agent Execution', the focus of computing power architecture is undergoing a historic shift. 1. After-Hours Market: The 'Brute Force Aesthetics' of Logic Validation On Thursday after the US market closed, the chip sector experienced a surprising surge. AMD rose over 8% after hours, and Intel (INTC) skyrocketed by 20%. We previously explicitly named these two giants in our long article 'US AI Enters the Execution Era', when AMD was at $270 and INTC at $67. As of now, this strategy has brought followers over 20% in unrealized gains. The market is not only paying for performance..."
datetime: "2026-04-24T05:53:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40162001.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40162001.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40162001.md)
author: "[James小韭日记](https://longbridge.com/en/profiles/25149055.md)"
---

# The era of AI execution has arrived: CPU and memory interface chips undergo 'violent revaluation'.

**Core Logic: The historical shift in computing power architecture from "model training" to "agent execution."**

1、After-Hours Market: The "Brutal Aesthetics" of Logic Verification On Thursday after U.S. market close, the chip sector saw a surprising surge. **AMD rose over 8% after hours**, and **Intel (INTC) even violently surged 20%**. We previously explicitly named these two giants in our long article "U.S. Stocks AI Enters the Execution Era," when AMD was at $270 and INTC at $67. As of now, this strategy has brought over 20% in unrealized gains for our followers. The market is not just paying for performance, but also repricing for the arrival of the full-stack computing era of "CPU+GPU+Memory."

2、Why Now? AI Shifts from "Generation" to "Action"

For the past two years, the market was immersed in the narrative of NVIDIA GPUs. But entering 2026, the AI industry has moved from pure "model training" to the stage of \*\*"execution agents (AI Agents)."\*\*

**Logic Change:** The training phase focuses on throughput (GPU), while the execution phase involves complex task scheduling, state management, and I/O operations, all of which fall on the shoulders of the **CPU**.

**Supply-Demand Gap:** SemiAnalysis data shows that CPU capacity in the cloud market is nearing exhaustion. Amazon's CPU server deployment volume this year has surged 3 times year-on-year, directly boosting profit expectations due to the supply-demand imbalance.

**Portfolio Restructuring:** The past data center CPU-to-GPU ratio was about 1:4. With the proliferation of agents, this ratio is shifting towards 1:1 or even lower. This means the growth slope of CPUs is now overtaking that of GPUs.  

3、The "Plumber's" Dividend: Rambus (RMBS) and Marvell (MRVL)

The explosion in computing power inevitably comes with bottlenecks in interconnectivity and bandwidth.

**RMBS (Rambus):** As the king of memory interface IP, it is key to solving "CPU-Memory" data transfer congestion. We recommended this stock at $93.57, and it has now hit a 52-week high, with gains reaching 55%.

**MRVL (Marvell Technology):** As a leader in computing interconnect, its position in data center switching and interconnect chips is irreplaceable. The VIP community previously took a heavy position at $81 (30% allocation), and the current stock price is $173, officially doubling the return.

4、Price Signal: The Supply Chain Enters a Price Increase Cycle

According to StockWe.com big data, AMD's and Intel's 2026 server CPU production capacity is basically sold out.

**Price Increase Expectation:** AMD plans to implement cumulative price increases of 16%-17% in phases during Q2 and Q3.

**Financial Premium:** The price increase logic implies further gross margin expansion, which will be the endogenous driver for continued stock price strength in the coming quarters.

Conclusion: In the second half of AI investment, success depends on a deep understanding of underlying architecture evolution. From KOPN (72% profit) to today's chip giant surge, we have always adhered to \*\*"ambush in advance, logic realization."\*\*

If you're tired of chasing rallies and selling on dips and want to capture the next certain opportunity like AMD or RMBS, click to follow, and we'll show you the bottom line of U.S. stock big data.

**This article is only personal stock trading insights and does not constitute investment advice～**$Intel(INTC.US) $Marvell Tech(MRVL.US) $AMD(AMD.US)

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