AMD launches EPYC processors as Meta partners on GPUs

Key Takeaways

• AMD's data center business revenue increased by 39% in the fourth quarter, solidifying its position against Nvidia and Intel in the AI chip market.
• AMD is partnering with OpenAI and Meta Platforms for GPUs and improving its ROCm software platform to enhance its data center presence.
• Zscaler is focusing on securing AI agents, with bookings for its ZDX Advanced Plus platform soaring 80% in the second quarter.
• Axiado was recognized for its AI-focused security chip strategy, integrating root-of-trust, platform management, and AI-based threat detection on a single chip.
• The AI supercycle is moving into an infrastructure phase, benefiting companies like Keysight Technologies for AI data center hardware testing and Calix for AI-powered cloud platforms.
• Visa launched six new AI tools to enhance credit card dispute resolution, aiming to reduce chargebacks and improve customer experience.
• AI agents are emerging to transform Wall Street investing, with ProCap Financial using them for individual investor research, alongside internal developments by banks like JPMorgan.
• Artificial Intelligence Technology Solutions Inc. (AITXD) will increase hardware prices by 14% starting May 1 due to rising component and manufacturing costs.
• OpenAI proposed policy changes, including a national wealth fund and shifting tax burdens to capital, to manage the potential economic disruption from advanced AI.
• Companies like Palantir Technologies, Datadog, and Aether Holdings are expanding their AI platforms and monitoring AI workloads, capitalizing on data and analytics growth.

AMD vs Intel AI chip race: Which stock is the better bet?

Advanced Micro Devices (AMD) and Intel are competing in the AI chip market. AMD's data center business is growing fast, with revenue up 39% in the fourth quarter. Intel's turnaround is still uncertain, though its stock may seem cheaper. AMD's established business in AI growth areas makes it a lower-risk investment for the AI compute build-out today.

AMD stock shows promise beyond Nvidia in AI race

Advanced Micro Devices (AMD) is a key player in the AI boom, offering CPUs and GPUs for data centers and making strides in edge computing. While Nvidia has led the AI chip market, AMD is gaining share with its EPYC processors and Instinct accelerators. The company's acquisition of Xilinx also strengthens its position in the FPGA market for edge AI.

AMD's AI strategy evolves with new GPU and CPU opportunities

Advanced Micro Devices (AMD) is becoming a stronger competitor in the AI market, moving beyond Nvidia's shadow. Partnerships with OpenAI and Meta Platforms for GPUs, along with an improved ROCm software platform, are boosting its data center presence. AMD also sees a significant growth opportunity in CPUs for agentic AI, which requires more processing power for reasoning and action.

Zscaler's AI agent security could drive future growth

Zscaler is enhancing its cloud security platform to protect AI agents, which are autonomous software programs. The company processes trillions of AI transactions and uses AI-driven security to detect threats. Zscaler secured several large deals for its AI security solutions in the second quarter, with bookings for its ZDX Advanced Plus platform soaring 80%. This push into AI agent security may become a significant revenue driver.

Zscaler targets AI agent security for growth

Zscaler is focusing on securing AI agents, autonomous software programs, to drive future growth. The company's Zero Trust Exchange platform is being adapted to protect these agents, analyzing massive data flows for threats. Zscaler's ability to handle large-scale data and its existing infrastructure position it well in the competitive cybersecurity market for AI agent security.

Axiado recognized for AI security chip strategy

Axiado has been named to the 2026 Cyber 150 list for its AI-focused security chip strategy. The company's Trusted Control/Compute Unit combines root-of-trust, platform management, and AI-based threat detection on a single chip. This positions Axiado at the intersection of semiconductors, data centers, and AI security, potentially enabling secure AI and cloud infrastructure.

AI agents are set to transform Wall Street investing

A new era of AI agents is emerging, focusing on independent investors rather than just large corporations. While banks like JPMorgan and Goldman Sachs are developing internal AI agents, a new research division at ProCap Financial will use AI agents to produce investment research for individual investors. This move signals a shift towards leveraging AI for personalized financial insights and strategies.

Visa uses AI to improve credit card dispute resolution

Visa has launched six new AI tools to enhance its credit card dispute resolution process. These tools analyze transaction data, identify fraud, and automate dispute handling to reduce chargebacks and improve customer experience. This initiative reflects Visa's commitment to using advanced technology to innovate within the payments industry.

AI Technology Solutions raises hardware prices by 14%

Artificial Intelligence Technology Solutions Inc. (AITXD) will increase prices by 14% across its hardware product line starting May 1. The company cited rising component and manufacturing costs as the reason for this adjustment. This price hike was officially announced in a filing with the Securities and Exchange Commission (SEC).

OpenAI proposes policy changes for AI's economic impact

OpenAI has released a document outlining policy proposals to manage potential economic disruption from advanced AI. The paper suggests ideas like a national wealth fund and shifting tax burdens to capital rather than labor. These proposals aim to ensure broad prosperity as AI advances, though they may require significant societal and political shifts to become viable.

AI supercycle shifts to infrastructure phase

The AI supercycle is moving into its second phase, focusing on infrastructure beyond just chips. Companies like Keysight Technologies and Calix are benefiting from this shift. Keysight provides hardware testing for AI data centers, while Calix offers AI-powered cloud platforms for rural broadband providers, supported by federal funding.

Four AI stocks benefiting from data and analytics growth

Several AI stocks are capitalizing on the data and analytics boom. Aether Holdings is building a financial intelligence ecosystem combining media, AI tools, and data infrastructure. Palantir Technologies is expanding its AI Platform (AIP) for enterprises, driving significant revenue growth. Datadog is monitoring complex AI workloads as they move into production, with strong customer adoption across multiple products.

Sources

• Which Artificial Intelligence (AI) Supercycle Stock Will Make You Richer Over the Next 10 Years?
• I've Changed My Mind on AMD Stock. The AI Supercycle Has Room for More Than Just Nvidia.
• I've Changed My Mind on AMD Stock. The AI Supercycle Has Room for More Than Just Nvidia.
• Zscaler's AI Agent Security Push: Will It Be a New Growth Driver?
• Zscaler's AI Agent Security Push: Will It Be a New Growth Driver?
• Axiado Recognized in 2026 Cyber 150 for AI-Focused Security Chip Strategy
• AI agents are coming for Wall Street
• Visa Launches New AI Tools to Manage Credit Card Disputes
• Artificial Intelligence Technology Solutions - 14% Price Increase Across Hardware Lineup Effective May 1
• OpenAI proposes new AI doom scenario
• The AI Supercycle Just Entered Phase 2. Most Investors Aren't Ready.
• 4 AI Stocks Cashing In on the Data and Analytics Boom (ATHR, PLTR, DDOG, AI)