# Advanced Micro Devices (AMD) stock secured another gain on Friday.

*semiconductor · news · 2026-05-22 · Markets Insider*

## Key points

- AMD CEO Lisa Su forecasts the CPU market will grow 35% annually for the next five years.
- Rising agentic AI applications are directly driving unexpected spikes in CPU demand, according to AMD.
- Discussions of CPU shortages have emerged within the past six to twelve months due to agentic AI demand.
- AMD's Helios all-in-one rack solution for data centers will begin shipping in the second half of 2026.

**Companies:** Advanced Micro Devices (AMD), Intel (INTC), Nvidia (NVDA)

[Read the full story on Markets Insider](https://markets.businessinsider.com/news/stocks/amd-stock-rallies-as-lisa-su-expects-cpu-growth-of-35-each-year-for-the-next-5-years-1036189712)

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