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Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags

MARKET SHIFT: Nvidia's AI chip dominance is cracking. Intel, AMD, and Micron just surged double digits as Wall Street bets on a new generation of compute.

Reporting by CNBC Technology 1 min brief
Paper-cut illustration of an amber microchip with circuit paths extending into a row of data-center cabinets.
The infrastructure powering AI.AI illustration by KeyNews
The KeyNews take

Why it matters

The AI infrastructure hierarchy is shifting. As training workloads mature and inference/edge deployment scales, CPU makers and memory manufacturers are gaining investor confidence—signaling that GPU-centric AI buildouts may be entering a new phase where chip diversity matters more than Nvidia's historical monopoly.

The key facts

5 to know

  1. Intel, AMD, Micron all posted double-digit share gains

  2. Shift described as 'changing of the guard in AI' by Wall Street

  3. Nvidia underperforming relative to CPU and memory competitors

  4. Investor thesis: CPU makers and memory companies powering next AI stage

  5. Published May 8, 2026 — recent market movement

Go to the source

CNBC Technologycnbc.com

Publisher excerpt: Intel, AMD and Micron surged double digits this week as investors bet on CPU makers and memory companies powering the next stage of AI
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The wider picture

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