An overlooked chip manufacturer could emerge as the true beneficiary of the agentic AI revolution rather than industry leader Nvidia.

Agentic AI is projected to become a multitrillion-dollar market opportunity

Nvidia's dominance in AI chips may not translate to the biggest gains in the agentic AI segment

A lesser-known chip stock is positioned to be the primary winner as agentic AI develops

The shift toward agentic AI could disrupt current market assumptions about chip manufacturer winners