Investing $10,000: Top 3 Stocks to Capitalize on the Growth of Agentic AI

Key Points

• AMD is positioned to benefit from increased demand for data center CPUs amidst the rise of agentic AI.

• Arm Holdings plans to enter the data center CPU market, projecting $25 billion in revenue by 2031.

• Palantir Technologies is set to thrive due to its AI platform that structures data for effective AI agent performance.

Advanced Micro Devices (AMD) is capitalizing on the growing demand for data center CPUs driven by agentic artificial intelligence (AI). The company’s latest Venice CPU, featuring 256 cores and produced using Taiwan Semiconductor Manufacturing’s advanced 2-nanometer process, is entering mass production. AMD aims to increase market share as the data center CPU sector is forecasted to expand to a $200 billion market in the coming years.

Arm Holdings is making its debut in the data center CPU market, aiming for $25 billion in revenue by 2031. The company forecasts capturing roughly 15% market share in what it previously estimated as a $100 billion market, but following Nvidia’s assessment of a $200 billion market, prospects appear even stronger.

In the software domain, Palantir Technologies is expected to leverage its AI platform, which effectively structures data for AI agents, likely propelling the company’s growth as demand for clean, actionable data increases in agentic AI applications.