AMD's Lisa Su Says AI Agents Are Driving ‘Tremendous Demand’, Touts Chipmaker's Portfolio Amid Blowout Q1

During an interview with CNBC, Su stated that the industry is now at an inflection point in the market, with AI adoption increasing across large enterprises.
 AMD Lisa Su onstage at CES 2023 on January 04, 2023 in Las Vegas, Nevada. (Photo by David Becker/Getty Images)
AMD Lisa Su onstage at CES 2023 on January 04, 2023 in Las Vegas, Nevada. (Photo by David Becker/Getty Images)
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Rounak Jain·Stocktwits
Published May 06, 2026   |   9:56 AM EDT
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Advanced Micro Devices Inc. (AMD) CEO Lisa Su on Wednesday said that AI agents are driving a “tremendous demand” for compute.

During an interview with CNBC, Su stated that the industry is now at an inflection point in the market, with AI adoption increasing across large enterprises.

“Agents are driving a tremendous demand in the overall AI adoption cycle and we’re very excited to be in the middle of it,” she added.

AMD shares were up more than 20% in Wednesday’s opening trade.

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