Why AMD can beat rivals Intel and Nvidia in the market for data-center CPUs
Reported by MarketWatch · marketwatch.com · August 25, 2026
The chip maker is strongly positioned to gain share in the market for data-center CPUs and to see profit from revenue, a Raymond James analyst says.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $NVDA +0.84%, $INTC +4.51%
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