Advanced Micro Devices (AMD) stock secured another gain on Friday. This was thanks to comments made by the chipmaker’s CEO, Lisa Su. According to Su, the CPU market is expected to experience strong gains. She claimed the CPU market will grow “35% each year” over the next five years. Su also noted that this is a sector where AMD continues to see strong demand for its products.
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200% short exposure to NVDA with NVDSSu wasn’t shy about why demand for CPUs will increase. She pointed to the rise of agentic AI as the reason for this surge in CPU demand. The CEO said that only six months to a year ago nobody was talking about CPU shortages. Now that’s a real conversation being had thanks to the demand for agentic AI.
Of course, this is another benefit to AMD. The company is a major provider of server CPUs alongside rival Intel (INTC). The difference is that AMD has a firm position in the CPU and GPU space. While Intel also makes GPUs, it’s still new to the field when compared to AMD or Nvidia (NVDA). AMD is also working on an all-in-one rack solution called Helios. This will give data centers a quick and easy way to install server racks powered by AMD CPUs and GPUs. Helios is set to start shipping in the second half of 2026.
How Has AMD Stock Performed Today?
AMD stock was on the rise Friday, jumping 4.18%. This adds to the company’s 4.27% gain throughout the week. On that same note, the stock has increased 117.75% year-to-date and has rallied 307.57% over the past 12 months.
AMD stock trading activity today was light despite the climb. This saw some 21 million shares change hands as of this writing. That’s below the stock’s three-month average daily trading volume of about 42.37 million shares.
