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AMD CEO Lisa Su says GPU and CPU sales are nearly equal. Wall Street thinks that's not enough.

  • AMD CEO Lisa Su states that GPU sales are approaching CPU sales, driven by AI data center demand.
  • AMD raises its 2024 GPU sales forecast to over $5 billion, showing a growing importance of GPUs in the computing world.
  • Analysts predict that while AMD's GPU sales will grow, CPUs remain crucial for AI workloads.
  • Wall Street has mixed opinions on the balance of CPUs and GPUs, with some expecting a slowdown in data center CPU spending in the first quarter.

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