Dave Altavilla recaps AMD Inc.'s (AMD) Advancing AI 2026 conference and his biggest takeaways on the event. He argues AMD's Helios rack offers "all the pieces" to compete with Nvidia (NVDA) as CEO Lisa Su sets her sights on creating a full AI platform. With the company reporting earnings next week, Dave tells investors to watch CPU revenue as it may set a foundation for Helios and argues there's lots of opportunity for AMD to eat into Nvidia's market share.