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The 2026 CPU shortage is making headlines — but the real story isn't a supply crisis. It's Intel losing its data center CPU dominance at exactly the wrong moment, and AMD stepping in to fill the gap.

In this episode we break down:

Why the CPU bottleneck is an Intel market share problem, not a shortage

AMD's EPYC Turin and Venice CPUs and why they're positioned to win

Intel's Apollo equity buyback and what it signals about their manufacturing strategy

ARM's pivot from IP licensing to chipmaking — and why we're still watching from the sidelines

Who is best positioned financially to meet the growing AI inference CPU demand

This is Part 2 of our CPU series. Part 1 covered ARM's new AI CPU — search "ARM Holdings Is Threatening x86 Dominance. Here's Why We're Still Not Buying the Stock"on this podcast feed to catch up.

Nick and Kasey own shares of AMD.

Content is for general information and entertainment only — not individual investment advice. All investing involves risk.

Semiconductor Insider (Discord + deeper analysis): chipstockinvestor.com/pricing

Fiscal.ai 15% discount: fiscal.ai/csi

Free Newsletter: mailchi.mp/b1228c12f284/sign-up-landing-page-short-form