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Arm CEO: AI agents to drive CPU demand as infrastructure shifts beyond GPUs

GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs diverge from the rims of AI narration, and increasingly emerge as a critical component of AI infrastructure.