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[Bank of America Analyzes NVIDIA and AMD's Competitive Strategies in Agent CPUs, Maintains Buy Ratings for Both Companies] According to Trend Research, a Bank of America report highlights the competition between NVIDIA and AMD in the agent CPU sector. NVIDIA has introduced the Vera CPU architecture, advocating that single-core performance determines response speed, emphasizing greater speed. Meanwhile, AMD stated during AI Day that the rack-level throughput of its EPYC 9965 is 2.4 times that of Vera, advocating that concurrent throughput determines efficiency, emphasizing greater capacity. Bank of America believes the key to the x86 vs. ARM architecture battle lies in the optimization barriers of enterprise software stacks and predicts that AMD will redefine the evaluation metrics. Bank of America maintains buy ratings for both NVIDIA and AMD, with target prices of $350 and $620, respectively, noting that the two companies follow different paths but both offer investment value.