Advanced Micro Devices Inc (AMD) could benefit significantly if agentic AI shifts computational demand toward CPUs, according to industry executives. AMD CEO Lisa Su stated that agentic AI will change how computing power is distributed, with CPUs taking more load. This potential shift may increase demand for AMD’s products, which span both CPU and GPU markets, and could impact its stock valuation.
Industry investment has focused on GPUs and supporting companies like Nvidia and Micron. While GPUs power most current AI workloads, experts anticipate a change with the rise of CPU-centric agentic AI.
AMD occupies a unique position by manufacturing both CPUs and GPUs. This gives the company an edge in an AI-centric market where future platforms may require more CPU power.
AMD CEO Lisa Su has said agentic AI will alter computing power distribution. Future AI workloads are expected to be more CPU-intensive than current chatbot-style infrastructure.
Intel executives have echoed this view on agentic AI’s potential. During an event, Intel’s Kevork Kechichian stated, “For agentic AI, the CPU orchestrates the show.”
If agentic AI takes off, AMD stands to gain considerable market share. The company has reportedly asked manufacturing partners to increase production capacity in anticipation.
