AMD CEO Lisa Su highlights a shift in data center demand driven by Agentic AI. The CPU-to-GPU ratio in computing nodes is moving toward 1:1, as autonomous agents require CPUs for coordination and state management, not just task initiation. This could lead to nodes with more CPUs than GPUs. AMD reports nearly all its CPUs are being sold to AI labs and cloud providers to meet this growing need, signaling a potential rebalancing in AI infrastructure importance between CPUs and GPUs.