Agentic AI compute reshapes cloud economics as AMD targets GPU and CPU demand surge
Agentic AI compute has become the defining workload of the cloud’s next era, reshaping how hyperscalers, neo-clouds and enterprises architect their infrastructure. As autonomous agents move into production, demand for both GPUs and high-core-count CPUs is surging — and the economics of cloud computing are being rewritten in real time.
The shift echoes the cloud’s own explosive rise, but at a far faster pace. Advanced Micro Devices Inc. is positioning itself at the center of it, positioning itself around an open, full-stack approach to the AI era will convert its cloud momentum into a durable advantage, according to Steve Berg (pictured), corporate vice president and general manager server CPU Cloud Business Group at AMD.
“It’s really been phenomenal to see what’s happened over even just the last — it’s not even 18 months that the agentic AI world has existed,” Berg said. “I’ve been doing this in the cloud for about 15 years, and watching the explosion that’s happening is amazing. The GPU is becoming much more relevant again — actually probably the most relevant element of the infrastructure in the agentic AI era today.”
