{"id":367247,"date":"2026-04-07T04:00:09","date_gmt":"2026-04-07T04:00:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/367247\/"},"modified":"2026-04-07T04:00:09","modified_gmt":"2026-04-07T04:00:09","slug":"which-artificial-intelligence-ai-supercycle-stock-will-make-you-richer-over-the-next-10-years","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/367247\/","title":{"rendered":"Which Artificial Intelligence (AI) Supercycle Stock Will Make You Richer Over the Next 10 Years?"},"content":{"rendered":"

The artificial intelligence (AI) supercycle is creating huge opportunities across chips and data center infrastructure. And at a glance, both Advanced Micro Devices (AMD<\/a> +1.21%) and Intel (INTC<\/a> +0.79%) look like reasonable ways to invest in that trend. Both have products tied to AI data centers, and both are trying to win a bigger slice of the next wave of computing demand.<\/p>\n

But when comparing the two, I think one of these two chip companies is a better long-term bet than the other: AMD.<\/p>\n

Intel may have more potential if its turnaround goes well. But AMD already has a more established business in key growth areas — and that arguably gives it a meaningfully lower risk profile right now.<\/p>\n

\"The<\/p>\n

Image source: The Motley Fool.<\/p>\n

AMD’s momentum<\/p>\n

AMD’s latest results look like what investors should want from an AI supercycle stock.<\/p>\n

The company’s fourth-quarter revenue rose 34% year over year to a record $10.3 billion. Driving this growth, AMD’s data center revenue climbed 39% to $5.4 billion, driven by EPYC server processors (high-performance x86 processors for servers and data centers), and the continued ramp of Instinct graphics processing units (GPUs)<\/a> shipments.<\/p>\n

Momentum is strong on a full-year basis, too. AMD’s 2025 revenue rose 34% to $34.6 billion, while data center revenue increased 32% to $16.6 billion. AMD also generated $4.3 billion in net income for the year.<\/p>\n

\"Advanced<\/p>\n

Today’s Change<\/p>\n

(1.21%) $2.62<\/p>\n

Current Price<\/p>\n

$220.12<\/p>\n

Key Data Points<\/p>\n

Market Cap<\/p>\n

$355B<\/p>\n

Day’s Range<\/p>\n

$217.78 – $226.31<\/p>\n

52wk Range<\/p>\n

$76.48 – $267.08<\/p>\n

Volume<\/p>\n

1M<\/p>\n

Avg Vol<\/p>\n

38M<\/p>\n

Gross Margin<\/p>\n

45.99%<\/p>\n

And the company expects this momentum to continue.<\/p>\n

AMD said first-quarter 2026 revenue should be about $9.8 billion, plus or minus $300 million, which represents about 32% year-over-year growth at the midpoint. Lisa Su said in AMD’s fourth-quarter release that the company is entering 2026 with “strong momentum” as adoption of EPYC and its Ryzen CPU processors accelerates and its data center AI business scales.<\/p>\n

The balance sheet also helps make a good case for the stock. AMD finished 2025 with about $10.6 billion in cash, cash equivalents, and short-term investments (up 106% year over year) and about $3.2 billion of total debt. In the fourth quarter alone, the company generated record free cash flow<\/a> of about $2.1 billion.<\/p>\n

Intel still has to prove too many things at once<\/p>\n

Intel’s business is certainly showing some notable improvement in some areas.<\/p>\n

Its data center and AI segment grew 9% year over year in the fourth quarter and 5% for full-year 2025. But not only is that growth slower than AMD’s, but the overall picture still looks much messier. Intel’s fourth-quarter revenue declined 4% year over year to $13.7 billion, and full-year revenue was essentially flat at $52.9 billion. Additionally, its client computing group revenue fell 3% for the year, and total Intel Products revenue declined 1%.<\/p>\n

\"Intel<\/p>\n

Today’s Change<\/p>\n

(0.79%) $0.40<\/p>\n

Current Price<\/p>\n

$50.78<\/p>\n

Key Data Points<\/p>\n

Market Cap<\/p>\n

$252B<\/p>\n

Day’s Range<\/p>\n

$49.87 – $52.38<\/p>\n

52wk Range<\/p>\n

$17.66 – $54.60<\/p>\n

Volume<\/p>\n

80M<\/p>\n

Avg Vol<\/p>\n

108M<\/p>\n

Gross Margin<\/p>\n

35.24%<\/p>\n

The bigger issue is that Intel is still trying to fix too many things at once.<\/p>\n

Its Intel foundry segment generated $17.8 billion of revenue in 2025, but it also posted an operating loss of $10.3 billion. Meanwhile, Intel’s first-quarter 2026 outlook calls for non-GAAP (adjusted)<\/a> earnings per share of $0.00.<\/p>\n

Cheaper is not always safer<\/p>\n

As of this writing, AMD’s market cap is about $359 billion, compared with about $255 billion for Intel. Additionally, on a price-to-sales basis<\/a>, Intel stock is far cheaper. Intel trades at about 4 times trailing-12-month<\/a> sales, and AMD trades at approximately 10 times sales. So yes, Intel looks cheaper on the surface. But I think that discount reflects the very real risks Intel faces. With Intel, investors need a lot to work, including the scaling of its foundry business, success with new products, margin expansion, and improved financial discipline.<\/p>\n

With AMD, investors are betting on a stock that is already profitable and is already growing rapidly.<\/p>\n

AMD is not risk-free, of course. Nvidia is still the dominant AI chip company, and hyperscalers like Amazon and Alphabet are investing heavily in their own custom AI silicon.<\/p>\n

With all of this said, if I had to choose just one of these stocks today, I would buy AMD. I think it is the more attractive stock because it gives investors exposure to the AI supercycle through a more established business in areas where strong demand is already evident — especially data center CPUs and AI accelerators.<\/p>\n

Intel stock could work if its turnaround continues to gain traction. But I believe AMD is the stock more likely to make investors richer from here — particularly over a long period like 10 years — because the path is simpler, the proof is stronger, and the risk profile is lower.<\/p>\n","protected":false},"excerpt":{"rendered":"The artificial intelligence (AI) supercycle is creating huge opportunities across chips and data center infrastructure. And at a…\n","protected":false},"author":2,"featured_media":367248,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,111,139,69,145],"class_list":{"0":"post-367247","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-new-zealand","12":"tag-newzealand","13":"tag-nz","14":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/367247","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=367247"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/367247\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/367248"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=367247"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=367247"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=367247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}