# Lisa Su says the rise of AI agents has sharply increased demand for CPUs.

*semiconductor · news · 2026-05-07 · Benzinga*

## Key points

- Lisa Su revealed that AI agents are sharply increasing enterprise demand for CPUs alongside GPUs.
- AMD now expects annual CPU market growth to exceed 35%, up from the prior 18-20% estimate.
- The CPU-to-GPU ratio for AI workloads has shifted closer to 1-to-1 as enterprises deploy agentic AI.
- Bernstein's Stacy Rasgon raised AMD's earnings power forecast to $20 per share by 2028.

**Companies:** AMD, NVIDIA, Intel

[Read the full story on Benzinga](https://www.benzinga.com/markets/tech/26/05/52376241/amd-stock-is-hot-as-ai-agents-are-sparking-120-billion-cpu-gold-mine)

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