[DigitalToday reporter Chi-gyu Hwang] AMD CEO Lisa Su (리사 수) said the CPU-GPU ratio in agentic AI is nearing 1-to-1 and, over the long term, CPUs could surpass GPUs, TweakTown reported on Wednesday.
AMD posted $5.8 billion in data centre revenue in the first quarter of 2026, the report said. EPYC processors and Instinct GPUs led the performance.
Su told analysts on a conference call that the CPU-to-GPU ratio in agentic AI applications used to be 1-to-4 or 1-to-8 but is now moving closer to 1-to-1. She added that if the number of agents keeps increasing, it is possible to foresee a situation in which there are more CPUs than GPUs. Asked whether rising CPU demand would encroach on the GPU market, she stressed that it is instead "complementary" and is bringing "additional growth" to the overall market.
Agentic AI is a method in which multiple autonomous agents complete set tasks without human intervention. In the process, CPUs and GPUs are deployed as "host nodes" for coordination and execution.
ㆍIn the era of AI agents, why CPUs are gaining weight
Chi-gyu Hwang
delight@d-today.co.kr