AMDβs Lisa Su Pushes Back on GPU Cannibalization Fears, Calling Agentic AIβs CPU Surge βLargely Additiveβ to Accelerator Demand
During her firm's fourth quarter earnings call, 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's earnings call comes at a time when CPUs are believed to be playing a crucial role in the AI industry due the growth in agentic AI workloads. AMD's larger rival Intel saw its shares close 23% higher last month following its earnings report which saw a major profit beat and CEO Lip-Bu Tan explain the importance of CPUs in today's world. AMD CEO Discusses CPU Market [β¦]
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