Comment on AMD CEO Lisa Su says GPU and CPU sales are nearly equal. Wall Street thinks that's not enough.

AMD CEO Lisa Su says GPU and CPU sales are nearly equal. Wall Street thinks that's not enough.

AMD CEO Lisa SuAMDAMD's GPU sales are nearing CPU sales, driven by AI data center demand.AMD raised its 2024 GPU sales forecast to over $5 billion, up from $4.5 billion.Analysts predict AMD's GPU sales will grow, but CPUs remain crucial for AI workloads.If the central processing unit was the engine of the first age of computing, the graphics processing unit will fuel the next — at least according to CEOs like AMD's Lisa Su."We're actually seeing now our GPU business really approaching the scale of our CPU business," Su said on the company's third-quarter earnings call Tuesday.AMD came up against sky-high investor expectations for AI infrastructure growth, along with quick trigger fingers if there's any indication that demand is slowing.

 

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