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Lisa Su says the rise of AI agents has sharply increased demand for CPUs.
Lisa Su revealed that AI agents are sharply increasing enterprise demand for CPUs alongside GPUs.
KEY POINTS
- 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
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