Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agentic AI is expanding the scope of AI infrastructure providers in the physical layer across industries. This physical layer AI will ensure the next phase of the AI wave with the extensive application of agentic AI in fields like robotics, automotive, PCs and game consoles, to name a few. As a result, the so long dormant AI server CPU (Central Processing Unit) space has charged up with the advent of agentic AI tools. Bofa Global Research estimated that the total addressable market for server CPU will grow to more than $170 billion by 2030 from $35 billion in 2025. NVIDIA projected a $200 billion opportunity for the server CPU market. Here, we recommend five AI infrastructure giants that have taken initiatives to develop chips for the AI server CPU space. These are: Advanced Micro Devices Inc. AMD, Intel Corp. INTC, Arm Holdings plc ARM, NVIDIA Corp. NVDA and QUALCOMM Inc. QCOM. Each of these stocks currently carries a Zacks Rank #3 (Hold). The chart below shows the price performance of our five picks year to date. Advanced Micro Devices Inc. Advanced Micro Devices is expanding its AI portfolio from Instinct MI355X to the MI450 series and the Helios rack-scale platform. In the first quarter of 2026, AMD’s Data Center revenue rose 57% year over year to $5.8 billion, supported by higher EPYC and Instinct shipments. EPYC adoption is being pulled by AI workloads that require more CPU orchestration, data movement and head nodes for accelerators. In the first quarter of 2026, AMD’s server CPU revenues grew more than 50% year over year, and