AMD's revenue increased by 2% year over year to $5.5 billion in Q1, driven by AI processor sales.

AMD CEO Lisa Su predicts AI accelerator demand could reach $400 billion by 2027.

Super Micro Computer's sales tripled to $3.85 billion in Q1, with net profit up by 367%.

Despite strong performance, Super Micro Computer's stock is down 30% from its peak and considered costly.

Intel is restructuring to become a major semiconductor manufacturer in North America and Europe.

AMD's market share in CPUs is growing rapidly, bolstered by industry partnerships and AI focus.

Comparatively, AMD is currently favored over Intel as a tech stock due to its AI investments and strong partnerships.