AMD CEO Dr. Lisa Su addressed concerns that the rise of agentic AI might cannibalize the GPU market, arguing instead that the demand is largely additive. While GPUs are essential for running foundational models, CPUs play a critical role in orchestration, data movement, and parallel execution required by autonomous agents. This shift could fundamentally change industry-standard CPU-to-GPU ratios, potentially moving from traditional 1:8 configurations toward a more balanced 1:1 ratio as agentic workloads expand.
