Technologies

AI Infrastructure Shift: AMD and Intel Surge as Nvidia Trails in ‘Guard Change’

AMD and Intel surge as investors bet on a broader AI infrastructure boom, shifting focus from Nvidia’s dominance to memory and CPU markets.

Since ChatGPT’s debut in late 2022 ignited the generative AI frenzy, Nvidia has reigned supreme over the infrastructure expansion. Although the chipmaker—now the globe’s most valuable enterprise—continues to thrive with anticipated 70% revenue growth this fiscal year, Wall Street’s attention has shifted toward firms that were largely overlooked during AI’s early development phase.

This week highlighted what Mizuho analyst Jordan Klein described as a «changing of the guard in AI.» Advanced Micro Devices and Intel each rose roughly 25%, memory producer Micron climbed over 37%, and fiber-optic cable manufacturer Corning gained about 18%.

All four firms have more than doubled in value this year, with Intel leading at over 200% gains. Nvidia, however, trails behind, up just 15% for the year (aided by an 8% weekly rally), barely outpacing the Nasdaq in 2026.

Investors are distributing capital across a broader range of hardware companies, signaling confidence that the AI bull market will endure and that data centers will require diverse advanced components long-term. Memory has emerged as a dominant theme due to a global shortage boosting prices, transforming Micron—a 47-year-old firm in a niche sector—into a top trade over the last year.

Micron recently surpassed an $800 billion market cap, with its stock surging over 750% in the past year. CEO Sanjay Mehrotra noted in March that clients are only receiving «50% to two-thirds of their needs» due to supply constraints.

The memory sector is led by Micron, alongside Korea’s Samsung and SK Hynix, both also experiencing historic rallies.

«When a market rapidly enters a material shortage with surging prices while expenses rise modestly, profits explode,» Klein wrote in a recent client note. «Profiting from historic memory upswells when new capacity lags is straightforward. That simple.»

Agents Fuel ‘Massive Demand’

Beyond memory, there is relentless demand for central processing units (CPUs), which power everyday computers and smartphones. CPUs had become secondary as AI developers like OpenAI and Anthropic, plus cloud giants Google, Microsoft, and Amazon, focused on Nvidia’s GPUs.

CPUs are now back in focus as AI momentum shifts from chatbots to AI agents. Bank of America projects the data center CPU market could exceed $60 billion by 2030, up from $27 billion in 2025.

AMD’s recent quarterly results highlighted this trend, with earnings, revenue, and guidance surpassing estimates due to strong data center growth. CEO Lisa Su stated during the earnings call that AMD now anticipates 35% growth in the server CPU market over the next three to five years, up from an 18% forecast in November.

«Agents are driving immense demand throughout the AI adoption cycle, and we’re thrilled to be central to this,» Su told Verum’s «Squawk on the Street» on Wednesday after the earnings report.

Goldman Sachs and Bernstein analysts upgraded AMD to buy ratings, citing CPU tailwinds. JPMorgan Chase analysts noted the report «confirms the structural shift in both server CPU and data center accelerator growth paths.»

Technologies

Episode 2 of the VERUM Mini-Series is Now Out

The story continues. Verum Messenger has released the second episode of its AI mini-series, which follows the conflict between the powerful Omega corporation, aiming to control digital communications, and a team of heroes who have chosen a different path and free communication.

The mini-series not only develops an engaging storyline but also introduces viewers to the capabilities of the Verum ecosystem, showcasing technologies and tools that may redefine the future of modern communication.

The project consists of 7 episodes, released gradually across Verum Messenger’s social media channels.

Episode 2 is now available. Stay tuned and don’t miss what comes next.

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Technologies

Verum Messenger Launches an AI Mini-Series

Verum Messenger has unveiled a new project — a mini-series created using Verum AI. The story consists of 7 episodes and will be released on the messenger’s social media channels.

The plot revolves around a global corporation seeking to take control of digital communications and a group of heroes who use Verum Messenger as a tool of resistance. Beyond the story itself, the series highlights the app’s key features, technologies, and advantages.

Combining entertainment with a showcase of the Verum ecosystem, the project presents a dynamic digital series designed for the modern era.

The first episode premieres today, with the remaining episodes to be released over time.

Stay tuned for more.

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Technologies

Verum Finance: Earn While You Communicate — The Super App That Pays You

Verum has officially launched Verum Finance, an innovative financial application that transforms a private messenger into a true financial super app. News of the launch was also featured on the respected platform Dealroom.co.

Verum Finance can now be used both within Verum Messenger and as a standalone application for iPhone and iPad. When users sign in to Verum Finance with their Verum Messenger account, all balances, settings, and account data are automatically synchronized for maximum convenience.

Users can now do more than communicate securely and protect their data — they can also generate passive income directly within the ecosystem.

What Verum Finance Offers

• Top up your balance with a bank card, Apple Pay, or USDT
• Send money instantly anywhere in the world
• Issue and manage debit cards (virtual and physical)
• Full Apple Pay support
• Exchange assets and withdraw funds quickly

One of the most unique features is the built-in cryptocurrency mining system inside Verum Messenger.

The application utilizes your device’s resources and allows you to earn cryptocurrency in the background — passively, while chatting, traveling, or simply using the messenger.

Maximum Privacy + Real Freedom

• Registration without a phone number, email address, or passport
• End-to-end encryption and full control over your data
• Lifetime free VPN
• eSIM connectivity in more than 150 countries
• Reliable offline communication mode
• Support for 12+ languages for users worldwide

Everything is available in one place: secure communication, financial tools, earning opportunities, and privacy protection.

Users can access the full experience directly within Verum Messenger or switch to the dedicated Verum Finance app for iOS. All data is synchronized automatically between the two applications.

Why Download Verum Today

While many messaging platforms collect user data and expose users to restrictions, Verum offers greater independence and the opportunity to earn.

With a one-time purchase of the feature package, users receive lifetime access to privacy tools, VPN, eSIM services, cryptocurrency mining, and financial features.

This is more than just a messenger.

It is your personal tool for financial and digital freedom.

Download Verum Finance and Verum Messenger today — start communicating securely and begin earning tomorrow.

Download Links:

→ App Store (iPhone / iPad): Verum Finance
→ App Store (Verum Messenger): Verum Messenger