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AMD's AI Sales Set to Overtake Server CPUs, William Blair Says
William Blair upgraded Advanced Micro Devices Inc. AMD to Outperform from Market Perform, saying all four factors behind the neutral rating it set at its July initiation have since moved in AMD's favor. AMD shares were up 4.29% in premarket.
Intel Corp.'s INTC Xeon roadmap is still running into delays and supply shortages, the firm said, and the shift to Arm-based server hosts has been less decisive than expected. AMD's valuation multiple has come down as estimates rose and now sits roughly in line with its three-year forward median. William Blair also pointed to increased scrutiny of Nvidia Corp. NVDA and a potential leadership vacuum there.
Rivals Step Down: AMD's Lisa Su Ushering in Her Dominant Home Court Era
The pendulum of AI computing power is swinging back. Over the past three years, NVIDIA has defined data centers in the training era with GPUs. Now, high-concurrency and low-latency task scheduling is bringing CPUs back to the center of the computing power landscape.
For example, in 2025, in the super-node architecture, the GPU:CPU ratio was generally 8:1 or even 4:1. However, some manufacturers told *China Entrepreneur* that this ratio has been significantly reduced in 2026, and it is possible that it will become 2:1 or even 1:1 in the future.
At the "AMD Developer Conference" held in Shanghai last May, AMD CEO Lisa Su also expressed a similar view that the ratio of CPUs to GPUs on AI nodes is rapidly evolving to 1:1. "With the deepening of AI inference scenarios and the growing demand for agent task orchestration, the role of CPUs is no longer auxiliary computing, but the core support of the full-stack computing power system."
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