Generative AI gives answers. Agentic AI executes work but it needs more than just fast answers.
That shift changes the infrastructure equation. As agents scale, customers need CPU-rich infrastructure that can support more orchestration, retrieval, APIs, databases, caches, containers, VMs and workflows at rack scale.
That is where AMD EPYC processors are built to deliver the highest performing CPUs for the next era of AI: https://t.co/kWZXaYSYSR
Imagine if $HIMS started selling wearables worldwide, rolled out the app in places like Italy, and allowed users to import their hospital lab results. Game changer.
$AMD shareholders when $TSM CEO Dr. C. C. Wei said on June 4, 2026, strong structural demand for 2nm, with TSMC projecting ~70% CAGR in 2nm capacity through 2028 (multiple fabs ramping in Hsinchu and Kaohsiung starting 2026). TSMC is aggressively expanding 2nm production primarily in Taiwan while maintaining discipline on capex and pricing. This directly supports @AMD J-curve growth in the next 3-5 years