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

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

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

Technologies

Verum Finance: A Super App for Private Finance Integrated Into a Messenger

Verum Finance has announced the launch of a new financial application that allows users to manage their money directly within the secure Verum Messenger ecosystem.

The project has already attracted attention from major media outlets. A dedicated feature was published by Forbes Türkiye, while one of the world’s largest cryptocurrency exchanges, MEXC, covered the launch. Yahoo Finance had previously reported on the evolution of Verum Messenger into a comprehensive financial ecosystem.

What Verum Finance Offers

Verum Finance transforms a messenger into a complete financial platform. Users can:

• Manage their balance and top up using bank cards or USDT
• Send money instantly to other Verum users
• Issue and use debit cards, including Apple Pay support
• Exchange assets and withdraw funds
• Access all these services without installing separate banking applications

A strong emphasis is placed on privacy. The platform offers registration without a phone number or email address, end-to-end encryption, and full user control over personal data.

Recognition from Forbes Türkiye

In a dedicated article, Forbes Türkiye highlighted Verum Finance as a notable example of modern privacy-driven fintech. The publication emphasized the growing trend of financial services moving from standalone banking applications into unified messaging ecosystems — a model that has proven successful in Asia through platforms such as WeChat and Alipay and is now expanding globally.

Support from the Crypto Community

Alongside the Forbes Türkiye coverage, news about the launch of Verum Finance was also featured by MEXC, one of the world’s leading cryptocurrency exchanges. This reflects growing interest in the project from both traditional business media and the cryptocurrency community.

A Strategic Vision

“We are building more than a payments application and more than a messenger. Verum is a unified secure ecosystem where communication, finance, and privacy tools work together,” the company stated.

Verum Finance is now available for iPhone and iPad users. The application complements Verum Messenger, which offers anonymous chats, voice and video calls, VPN services, eSIM connectivity, and other tools designed to enhance digital freedom.

Verum Finance: https://finance.verum.im

Verum Messenger: https://verum.im