The rise in demand for CPUs for agentic AI computing appears to be affecting the substrate supply chain as well. Media and analyst attention shifted to CPUs following Intel's earnings report earlier this year, which saw the firm claim that the requirements of agentic AI computing would reinvigorate the focus of AI companies on CPUs. Now, data from Japanese printed circuit board (PCB) manufacturer Ibiden's data shows that the impact of this demand is already being felt upstream in the supply chain as the firm forecasts a bump in demand for its general-purpose server products in 2026. Evolution In AI […]

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During her firm's fourth quarter earnings call, AMD CEO Dr. Lisa Su discussed the company's AI growth, the impact of agentic AI on her firm's business and competition in the AI CPU market. AMD's earnings call comes at a time when CPUs are believed to be playing a crucial role in the AI industry due the growth in agentic AI workloads. AMD's larger rival Intel saw its shares close 23% higher last month following its earnings report which saw a major profit beat and CEO Lip-Bu Tan explain the importance of CPUs in today's world. AMD CEO Discusses CPU Market […]

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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 benefit the most, with Intel also benefiting as the total addressable market (TAM) grows. Agentic AI Workloads To Favor CPUs […]

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Shopify is preparing for an e-commerce transformation via AI shopping agents, says president Harley Finkelstein.