Competition will accelerate AI Infrastructure buildout with more businesses & consumers funding it. Entire AI Infra cannot be dependent on just @AnthropicAI and @OpenAI , because that is unrealistic. And Customers win when we have more competition. Inference is likely to be rising to 80%-90% next year(60%+ atm in July) out of all compute, which will benefit $AMD tremendeously or the biggest Agentic AI winner. We will have multiple winners but the best CPUs or highest core will take most share and TSMC wafer capacity will higher allocation for @AMD next year. Agentic AI pushes CPU:GPU Ratio to 1-2 CPU : 1 GPU, and this is just getting started. The 2030 $220B+ TAM is too conservative, considering how much open-weight models are coming to the market and how faster Frontier Labs drop to
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