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Arm and AMD Poised to Eat Intel's Lunch in Agentic AI Era, Analyst Warns, as CPU Core Counts Could Jump 5x Per GPU
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Arm and AMD Poised to Eat Intel's Lunch in Agentic AI Era, Analyst Warns, as CPU Core Counts Could Jump 5x Per GPU
The growth in agentic AI software will lead to high demand for CPUs in the AI era, believes investment bank UBS. In an investment note, the bank explains that agentic AI increases the workload for processors. It adds that this workload typically favors firms that offer chips with higher cores and are able to cater to power efficiency. As a result, UBS outlines that in the era of agentic AI workloads, chips from Arm and then AMD are slated to ben…
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