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Top Analyst Kevin Cassidy Picks AMD Over Intel in AI Chip Market Showdown

Top Analyst Kevin Cassidy Picks AMD Over Intel in AI Chip Market Showdown

Author:

Global Cryptocurrency

Published:

2025-10-23 19:16:28

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Rosenblatt's Kevin Cassidy, ranked among the top 1% of Wall Street analysts by TipRanks, has made a decisive call in the AI processor chip arena. The global market, valued at $123 billion in 2023, is projected to surge to $325 billion by 2032—with North America commanding 40% of the sector and GPUs dominating 60% of AI-capable chips.

Cassidy's DEEP dive reveals Advanced Micro Devices (AMD) as the preferred play, while Intel (INTC) gets relegated to the sidelines. The analysis underscores a pivotal moment for investors: AI's explosive growth isn't just transforming industries—it's creating clear winners and losers in the semiconductor space.

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