Yahoo Finance analysis points out that on September 4, AMD's stock price rose by 4.7%, Intel's by 4.5%, while NVIDIA only increased by 0.8%. This single-day performance difference may indicate that investors are broadening their AI investment scope beyond NVIDIA, but it is currently impossible to prove if this is a lasting rotation. The article also disclosed that AMD's second-quarter revenue reached a record $11.5 billion, a 50% year-over-year increase, with data center business accounting for 58%; Intel's second-quarter data center and AI revenue was $6.3 billion, a 59% year-over-year increase.