Advanced Micro Devices, Inc. has crossed the $1 trillion market-cap threshold as investors increasingly view it as a broader AI compute platform spanning CPUs, GPUs, networking and rack-scale systems. Meta's Muse strengthens the case for agentic AI, where rising orchestration and inference workloads could increase demand for EPYC CPUs alongside Instinct accelerators. AMD's Q2 results support the rerating, with revenue of $11.5B; Data Center revenue of $6.7B, +107% YoY; and non-GAAP EPS of $1.66.
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