Watching the market yesterday was quite interesting. $AMD(AMD.US) once rose nearly 6%. The reason is actually quite straightforward. Lisa Su mentioned at a recent tech conference that server CPU demand is stronger than expected, with data center customers frantically adding machines. Nowadays, AI training not only requires GPUs, but server CPUs (EPYC) are also standard, driving up the demand together.

Another background factor is that many cloud providers are currently scrambling for computing power. Reports say the delivery cycle for server CPUs has started to lengthen, with some customers even having to wait for several months.

I personally feel there's a shift in the current AI market trend: before, everyone only focused on NVIDIA GPUs, but now they're slowly starting to pay attention to the entire server system, including CPUs, memory, and networking. If AMD's EPYC continues to gain data center market share in this wave, the logic isn't bad. However, one should also be a bit cautious in the short term, as semiconductor volatility has been high recently. I've taken a small core position myself, but I'm mostly waiting for a pullback to add more.