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CPU

noun as in central processing unit

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noun as in computer

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noun as in computer hardware

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noun as in data processor

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On the call with analysts the evening of the earnings report, CEO Lisa Su said many customers are planning “substantially” larger CPU buildouts in the next few quarters to support higher AI demand.

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A sometimes overlooked fact is every AI server with GPUs also incorporates a CPU to help manage and coordinate the processing of AI workloads.

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On the earnings call with analysts, Su said many customers are planning “substantially” larger CPU buildouts in the next few quarters to support higher AI demand.

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AMD “is still best positioned from rising cloud and AI related server CPU demand,” Klein said in a note to clients.

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CPU

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