AMD CEO Lisa Su said customers are demanding "a lot more compute" as artificial intelligence adoption accelerates, with the chipmaker seeing "tremendous momentum" in its data center business amid a surge in enterprise AI deployments. During an interview with CNBC, Su said AMD's data center business is on track to grow well over 100% by 2027, driven by hyperscale and enterprise customers planning AI infrastructure investments further in advance. Su said the AI market has reached an "inflection" in demand as enterprises move beyond experimentation and begin deploying AI in production. Rather than reducing the importance of CPUs, Su expects agentic AI to increase their role, saying CPU-to-GPU ratios are moving to "better than 1:1" over the next three to five years. According to Su, customers are now planning data center buildouts 12, 24 and 36 months in advance, giving AMD much stronger visibility into future demand. "We believe that there will be an opportunity to even be significantly above 100% growth in our data center business," she said. On Tuesday, AMD reported earnings per share (EPS) of $1.66 on revenue of $11.54 billion in Q2, compared to Wall Street expectations of an EPS of $1.61 per share on revenue of $11.3 billion. AMD's Data Center revenue more than doubled to $6.7 billion, driven by demand for EPYC server processors and Instinct AI GPUs.