AMD's Lisa Su Pushes Back on GPU Cannibalization Fears, Calling Agentic AI's CPU Surge 'Largely Additive' to Accelerator Demand
… 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. …