This Saturday morning, the burgeoning field of AI agents is dominating headlines, with multiple sources confirming a significant push from tech giants like AMD, Nvidia, and Cloudflare.

AMD's CFO, Jean Hu, reports that agentic AI is driving "tremendous" CPU demand, expecting second-quarter CPU revenue to grow over 70% year-over-year. Both Stocktwits and AD HOC NEWS highlight AMD's updated forecast for the total addressable market for CPUs, now exceeding $120 billion by 2030, a substantial increa