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Guinness Global Innovators Fund disclosed in its Q2 2026 investor letter that it has added Advanced Micro Devices (AMD) as a new holding.
The fund believes that AMD is well-positioned in high-performance and AI computing, has narrowed the performance gap with NVIDIA, and is poised to benefit from the shift in AI data centers towards more CPU-centric architectures. The fund specifically points out that AMD's Helios platform and EPYC server CPUs will be key growth drivers starting in 2027.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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