Lisa Su and Cathie Wood on AI's CPU Revival: Going Back to the Future

AMD CEO Lisa Su revealed a bombshell: right now there are 4–5 GPUs for every CPU in AI infrastructure, and she expects that ratio to flip to 1-to-1 as agentic AI matures. Cathie Wood called CPU the biggest sleeper play in AI — Intel is resurrecting, and this is "going back to the future." H1 2026 ended with INTC +8.8% and AMD +11.4% on the final week.

🔄CPU revival plays:

$Intel (INTC.US)$ +8.8% WoW — AI PC + foundry recovery, Lip-Bu Tan leading turnaround

$Advanced Micro Devices (AMD.US)$ +11.4% WoW — MI300/MI350 + server CPU Epyc dominance

Lisa Su's call: server CPU TAM doubling to $120B+ by 2030 as GPU:CPU normalises

🖥️️GPU / AI infra (still needed):

$NVIDIA (NVDA.US)$ — GPU dominance unchanged; 1-to-1 ratio means GPU demand ALSO doubles

$Taiwan Semiconductor (TSM.US)$ — CoWoS packaging for both AMD & NVDA AI chips

📊ETFs:

$iShares Semiconductor ETF (SOXX.US)$ — balanced exposure, INTC + AMD + NVDA

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ — 3x leveraged semi bull

📈 Follow me @Alpha Clips— I hunt alpha in equities, options, and digital assets daily.

302K Views