The Era of Agent AI: The 'Sidelined CPU' Returns… Shift in Inference Reshapes the Semiconductor Landscape

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The Era of Agent AI: The 'Sidelined CPU' Returns… Shift in Inference Reshapes the Semiconductor Landscape

Published2026.04.30 15:01

Recently, as the center of gravity in the AI industry has shifted from training to inference, and further with the rise of Agentic AI, CPUs—which had been relatively marginalized in the AI semiconductor market for some time—are being re-evaluated as a "core resource."

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