I recently covered how the market was waking up to Advanced Micro Devices’ (AMD) Agentic AI potential and how the company’s CEO was proactive in developing the underlying supply chain to fulfill the rising demand. It is worth looking deeper into how AMD got into a position to benefit from the agentic AI boom and started directly threatening Nvidia (NVDA). There are two main reasons why Nvidia should feel threatened by Lisa Su’s company as artificial intelligence buildout progresses.