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AI infrastructure boom pushes AMD, Intel and Arm to new valuation heights
Those gains point to a broader realignment toward infrastructure built for emerging AI workloads, particularly agentic systems and retrieval augmented generation. Both lean heavily on sustained compute performance and memory throughput, putting renewed weight on CPU design, especially in systems where orchestration, preprocessing, and data movement remain CPU-bound even when...Read Entire Article
Those gains point to a broader realignment toward infrastructure built for emerging AI workloads, particularly agentic systems and retrieval augmented generation. Both lean heavily on sustained compute performance and memory throughput, putting renewed weight on CPU design, especially in systems where orchestration, preprocessing, and data movement remain CPU-bound even when...Read Entire Article
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