$AMD

Lisa Su believes there’s strong growth ahead in CPUs with AI and agentic workloads.

“There’s more work being done, and with things like agent workloads starting, they’re spawning more general-purpose CPU needs.

Because if you think about it, if you have, let’s call it 1,000 agents or 1,000 virtual employees, they need to operate on some data set. They need to operate on some computing capability.

And that requires general-purpose CPUs. So we actually have a view that the CPU market will substantially grow over the next four or five years as we see AI usage really spawn more traditional computing applications.”