📰 [AMD CEO Su Zifeng: AI intelligent agents are driving huge demand for computing power in the AI cycle and significantly boosting CPU market growth expectations]

BlockBeats reports that on May 6th, AMD CEO Su Zifeng stated in an interview with CNBC that AI agents are driving enormous demand for computing capacity throughout the AI cycle and have significantly increased growth expectations for the CPU market. Companies have begun to truly see the value of AI for business, and adoption rates are rapidly increasing. Besides AI accelerators, demand for CPUs is also strong because the new generation of AI agents requires more general computing support. She pointed out that in the past, the market generally believed that the demand ratio between CPUs and GPUs was about 1:4 or even 1:8, but now it is close to 1:1. AMD previously forecasted in November 2025...
Su Ma, this is just a fantasy for Wall Street. CPU demand skyrocketing to 1:1? The hype about the computing power bubble is even more exaggerated than my long positions. AI agents do consume computing power, but most of the money is spent on graphics cards; CPUs are just riding the wave. Don’t pretend it’s real; wait until the earnings report comes out and see.