4 Chip Stocks to Play the Boom in Agentic AI

2026-06-01 13:05:00 ET

Agentic artificial intelligence (AI) is the next evolution of AI, and with it will come another big opportunity in the chip space. Instead of graphics processing units (GPUs), though, the chips leading the charge in the agentic AI race are central processing units (CPUs).

CPUs act like the brain of the computer, and more will be needed to handle the sequential reasoning and tools required to manage AI agents. While AI training typically has an 8-to-1 GPU-to-CPU ratio, with agentic AI, the ratio moves to 1-to-1.

Now, the opportunity isn't as big as the one for GPUs, as CPUs cost about a tenth of the price, but it is still sizable, and the average selling price of CPUs should be on the rise as agentic AI works best with high-performance CPUs with high core counts, which work like individual workstations. The higher the core count, the pricier the CPU. Meanwhile, the market has been estimated to rise to as much as $200 billion in the coming years.

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