AMD's CEO Lisa Su emphasized, 'We're actually seeing now our GPU business really approaching the scale of our CPU business,' highlighting the shift in computing dynamics.
The adjustment in sales expectations, from $4.5 billion to $5 billion for 2024, underscores AMD's confidence in the growing demand for AI data center GPUs.
Analysts suggest that even though GPU sales are surging, CPUs remain essential for AI workloads, indicating a complex relationship between the two technologies.
Despite AMD's growth in GPU sales, analysts believe that CPU sales won't be overshadowed, as inference workloads require a balance of both CPUs and GPUs.
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