# AMD CEO Dr. Lisa Su discussed the company's AI growth, the impact of agentic AI on her firm's business and competition in the AI CPU market.

*semiconductor · news · 2026-05-06 · Wccftech*

## Key points

- AMD now expects the server CPU market to grow 35% annually, up from its prior 18% estimate.
- Agentic AI is driving stronger near-term CPU demand for orchestration, data movement, and parallel execution tasks.
- AMD forecasts the total server CPU market could reach $120 billion by 2030, higher than previous forecasts.
- Lisa Su states CPU demand is additive to, not cannibalizing, GPU market demand for AI workloads.
- The CPU-to-GPU ratio in AI installations is shifting from 1:4–1:8 towards near one-to-one as agentic AI grows.

**Companies:** AMD, Intel
**Countries:** United States

[Read the full story on Wccftech](https://wccftech.com/amds-lisa-su-pushes-back-on-gpu-cannibalization-fears-calling-agentic-ais-cpu-surge-largely-additive-to-accelerator-demand/)

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