AMD CEO Lisa Su has significantly revised her forecast for the CPU market, projecting it could exceed $120 billion by 2030 with a growth rate of over 35%. This adjustment, which doubles her previous forecast of 18-20% annual growth she shared six months ago, is largely driven by the increasing demand for CPUs in AI data centers, where the ratio of CPUs to GPUs has shifted from 1 CPU for every 4 to 8 GPUs to nearly 1 to 1. Su highlighted that the rise of agentic AI, which necessitates more CPU compute for orchestration and continuous processing, is a major factor fueling this demand in the server market.

AMD: AMD is a fabless semiconductor company specializing in high-performance CPUs like EPYC for servers and Instinct GPUs for AI accelerators. It powers AI data centers, PCs, and adaptive computing solutions as highlighted in its recent CES 2026 keynote. In the news, CEO Lisa Su cited agentic AI as the key driver behind revising the server CPU market outlook higher during the Q1 earnings discussion.
Lisa Su: Dr. Lisa Su is the Chair and CEO of AMD, leading its strategy in high-performance computing and AI ecosystems. She recently keynoted at CES 2026, unveiling AI PC chips and next-gen data center platforms. In the featured statement on CNBC, she explained how AI agents are creating tremendous demand for CPU compute by enabling multiple autonomous workers per user.

Agentic AI Impact: Agentic AI shifts workloads toward more CPU usage for orchestration, tool calls, and continuous processing in data centers.
Earnings Emphasis: AMD’s recent earnings call underscored agentic AI as a major accelerator for server CPU demand beyond traditional inference.
Compute Balance Shift: AI data centers are moving toward balanced CPU-to-GPU configurations due to agentic features requiring host CPU for management.