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

Why Travelers Are Switching to Verum E-SIM This Summer

Summer Travel, Freedom, and Seamless Connectivity: Why Verum E-SIM Is Becoming the New Standard for Travelers

Summer is the peak season for vacations, long-distance trips, and new experiences. Millions of people travel abroad, explore new countries, plan adventures, and try to stay connected with family, work, and social media. And in the middle of all this comes a familiar question: how do you stay online without expensive roaming or the hassle of buying local SIM cards?

The answer is already here — eSIM.

Why eSIM Is So Convenient

eSIM (embedded SIM) is a built-in digital SIM card that lets you activate mobile internet without a physical card. All you need is an app — choose a plan and connect in just a couple of minutes.

No more:

* searching for local SIM cards at airports
* paying expensive roaming fees
* swapping physical SIMs every time you travel

Now your internet travels with you.

Internet in 150+ Countries

Modern eSIM solutions provide coverage in 150+ countries worldwide, helping tourists, freelancers, and business travelers stay connected almost anywhere on the planet.

Among the services offering these capabilities:

Verum E-SIM — https://esim.verum.im
World E-SIM — https://worldesim.me
USA E-SIM — https://usa.esim.verum.im
Euro E-SIM — https://euro.esim.verum.im
Canada E-SIM — https://canada.esim.verum.im
Balkan E-SIM — https://balkan.esim.verum.im
Ukraine E-SIM — https://ukraine.esim.verum.im
London E-SIM — https://london.esim.verum.im
E-SIM Africa — https://africa.esim.verum.im

All of these services work on the same principle — fast, borderless internet without roaming stress.

Why It Matters Most in Summer

During the holiday season, roaming networks get overloaded, and prices for mobile data abroad often become an unpleasant surprise for travelers.

eSIM solves this problem:

* transparent, fixed pricing
* activation in 1–2 minutes
* stable internet while traveling
* no physical SIM cards required

Final Thoughts

Travel should be about freedom — not hunting for Wi-Fi or worrying about phone bills.

eSIM is quickly becoming the new global standard for mobile connectivity: simple, fast, and borderless.

Verum E-SIM and its partner services are part of this shift, making global connectivity accessible to everyone, everywhere.

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.

Watch on YouTube
Watch on Instagram

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.

Watch on YouTube
Watch on Instagram