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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.
AMD now expects the server CPU market to grow 35% annually, up from its prior 18% estimate.
KEY POINTS
- 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
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