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Demand for data center CPUs has surged, and AI agents are responsible – why the CPU to GPU ratio is more important than ever for hyperscalers
… Arm, meanwhile, is benefiting from hyperscalers designing their own custom silicon. “Arm accounts for close to half of all compute shipped to top hyperscalers in 2025, with over a billion Neoverse cores deployed,” said Beckett. “Those are rack-level architectural decisions made years ago.” AWS’s Gr… …
Jun 8, 2026
· Chris Stokel-Walker