Helena Wang

Research Analyst at Phillip Securities Research in Singapore, covering public equities including technology, consumer internet, streaming, and media names such as Disney, Netflix, Amazon, Apple, Shopify, Sea, Grab, and Spotify.

AMD’s Forecast Shows AI Demand Is Spreading Beyond GPUs

Bloomberg Technology framed AMD’s sharp rally as evidence that the AI infrastructure trade is widening beyond GPUs. Caroline Hyde, Ian King and RBC’s Srini Pajjuri said AMD’s forecast pointed to renewed demand for CPUs as AI workloads shift toward inference and agentic systems, even as Nvidia remains dominant in accelerators. The program extended that argument across Nvidia’s Corning deal, Microsoft’s power constraints and Apple’s outside-model plans: the AI boom is becoming a contest over compute, connectivity, energy and platform control.

Bloomberg TechnologyMay 7, 202619 min read