ARM is preferred as a CPU winner in both cloud and local AI deployment scenarios.
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“Mark Gibbens on AMD, ARM, INTC Emerging as AI Leaders; HPQ "Margin Story"”
Schwab NetworkPublished Sep 25 · 2 passages
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but we prefer companies like AMD, Intel, and Arm Holdings because when you consider how the technology is deployed, whether AI is developed in the cloud or locally on a PC like HPQ, in both cases, CPUs are going to be the winners, right?
It's AMD, ARM, and Intel, that's our position.
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2026-09-25BullishThis one
but we prefer companies like AMD, Intel, and Arm Holdings because when you consider how the technology is deployed, whether AI is developed in the cloud or locally on a PC like HPQ, in both cases, CPUs are going to be the winners, right?