CPU demand is surging due to Agentic AI running everywhere. This is the new trend right now. We need GPUs for the workflows, but more importantly for the orchestration part, CPU is the main component. I see many start-ups already working on agentic AI for finance and other applications. Lisa Su also agrees with this and says CPU demand is increasing. Intel benefits significantly from this. Attaching the links for reference and also my position.
https://taekim.substack.com/p/newswrap-cpu-demand-is-surging-as
https://www.datacenterdynamics.com/en/news/amd-says-cpu-demand-is-exceeding-expectations-blames-rise-in-agentic-ai-applications/
