Three stocks positioned to capitalize on agentic AI: AMD, Arm Holdings, and Palantir

The GPU-to-CPU ratio in data centers shifts from 8:1 for large language model training to 1:1 for agentic AI (AI systems that reason sequentially and work with tools). Nvidia has predicted the data center CPU market will reach $200 billion in the coming years.

AMD's Venice CPU, now in mass production, uses Taiwan Semiconductor Manufacturing's 2-nanometer process and includes 256 cores with improved power efficiency, designed for agentic AI workloads. Arm Holdings announced it will design its own data center CPUs for the first time, projecting $25 billion in revenue by 2031 (a sixfold increase from 2025), with approximately 15% from new CPUs.

Palantir's AI platform (AIP) structures data from multiple sources into an ontology linked to physical assets, allowing AI agents to understand how a business operates—addressing the requirement for clean, structured data in agentic AI to prevent errors.