AMD CEO Lisa Su has characterized 2026 as the "Year of Inference," expressing strong confidence in the future of the CPU market. She forecasts explosive growth in market size over the coming years, directly attributing this expansion to rising demand from agentic AI workloads. Su's outlook highlights a strategic shift toward inference-heavy computing as artificial intelligence applications evolve. The anticipated surge underscores the critical role CPUs are expected to play alongside accelerators in supporting next-generation AI infrastructure and agent-based systems.