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Jabran Kundi

CPUs Are Hot Again: AMD’s Lisa Su Says the Real Demand Wave Hasn’t Even Started

AMD Lisa Su Intel Corporation

Social media has been buzzing about surging demand for AMD’s (AMD) processors, and the excitement makes sense. AMD says demand for its newest server chip, codenamed Venice, is the strongest it has ever seen for any EPYC generation. The chip is already in production on TSMC’s (TSM) cutting-edge 2nm process, a first for the industry. It packs up to 256 cores and huge memory bandwidth per socket. But the question is why CPU demand is inflecting now, after years of AI spending flowing mostly to GPUs.

Agents Need CPUs, Not Just GPUs

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