3 Chip, Cloud, and SaaS Stocks to Own for the Agentic AI Revolution
2026-06-04 10:40:00 ET
Artificial intelligence (AI) is evolving, and the next big trend in the technology is agentic AI -- software that can be given somewhat complex tasks to perform and then handle them independently with little to no additional human oversight. There should be a number of winners across this trend, including within the chip, cloud computing, and software spaces.
I believe these three companies will be among the biggest beneficiaries in each of these areas.
While AI model training requires the parallel processing muscle of large numbers of powerful graphics processing units (GPUs), agentic AI needs more central processing units (CPUs), which are designed for sequential processing. As Intel CFO David Zinsner recently explained, because of that shift in usage toward agentic AI, the ratio of GPUs to CPUs in data centers, which not long ago was 8 to 1, and is currently 4 to 1, is headed toward 1 to 1.
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