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
… The rate of growth has now doubled to 35% a year, AMD claims , and will become a $120 billion market by the end of the decade. “What AMD and Arm's results are telling us is that this is a structural, not cyclical requirement,” said Roger Cummings, CEO of PEAK:AIO, in an interview with Tom’s Hardwar… …