AMD's Lisa Su Pushes Back on GPU Cannibalization Fears, Calling Agentic AI's CPU Surge 'Largely Additive' to Accelerator Demand
This story is only covered by news sources that have yet to be evaluated by the independent media monitoring agencies we use to assess the quality and reliability of news outlets on our platform. Learn more here.2 Articles
2 Articles
The genetic AI is becoming another push for AMD within the data center sector. So much so that, after an impressive results report and already discussed this morning, Lisa Su has spoken again leaving one more idea: that there is more CPU demand does not mean that GPUs are going to lose sales. Are the EPYCs going to be the main stumbling block of Ryzens on PCs? Well, it seems that, like with GPUs and accelerators, server versions will cause PCs, …
AMD's Lisa Su Pushes Back on GPU Cannibalization Fears, Calling Agentic AI's CPU Surge 'Largely Additive' 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 maj…
Coverage Details
Bias Distribution
- There is no tracked Bias information for the sources covering this story.
Factuality
To view factuality data please Upgrade to Premium
