Forget Nvidia: Sudden CPU Shortage Can Make AMD Explode Higher

Forget Nvidia: Sudden CPU Shortage Can Make AMD Explode Higher

The post Forget Nvidia: Sudden CPU Shortage Can Make AMD Explode Higher appeared first on 24/7 Wall St.. Quick Read Nvidia (NVDA) is crushing it with $68.13B Q4 revenue and Jensen Huang’s agentic AI declaration, but the trade is already crowded with $5T in valuation and China exposure issues.   Advanced Micro Devices (AMD) is capturing CPU market share as a CPU shortage reshapes data center economics—a catalyst the market hasn’t fully priced …