AMD: Despite Slowdown Debate, No Demand Weakness - AI Agents Drive CPU, GPU, and Networking Needs Simultaneously

AMD CTO Mark Papermaster supports a more responsible development of frontier models but does not see a general decline in AI demand. The use of AI continues to expand. According to AMD, agentic AI is changing the infrastructure. This requires not only GPUs but also powerful CPUs to retrieve data, distribute tasks, and coordinate individual steps. AMD now has a full stack for this: EPYC CPUs, Instinct GPUs, Pensando networking, Helios racks, and ROCm. The data center business grew by 107% in the second quarter to $6.7 billion.   For...