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deep tech TNW July 09, 2026

AMD’s CTO: agentic AI doesn’t just need GPUs, it needs a lot more CPUs

AMD’s CTO: agentic AI doesn’t just need GPUs, it needs a lot more CPUs
AI Summary

On stage at the RAISE Summit in Paris, the interviewer put it bluntly to Mark Papermaster. He should have bought AMD shares six months ago, he joked, back when they traded near $200. AMD is no longer the plucky underdog chasing Intel on CPUs and Nvidia on GPUs.

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