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AI & Enterprise

Arm says agent AI could more than quadruple datacentre CPU core demand

Arm CEO Rene Haas said the spread of agent AI is lifting datacentre CPU demand faster than Arm expected. Speaking at a Computex keynote, he said the number of CPU cores needed in datacentres could rise to more than four times the current level under the same power conditions. Haas said agent AI shifts workloads such as token management and execution to CPUs. Arm has entered the AI datacentre CPU market with its Arm AGI CPU.

Industry

Sovereign AI drives second boom in semiconductor market

A second market is opening for AI semiconductors as sovereign AI demand from national and public sectors grows beyond U.S. hyperscalers, expanding needs from GPUs to full-stack chips including CPUs and memory. Power, cooling and space constraints in sovereign environments raise the priority of power efficiency and CPU-memory integration. Forecasts cite rising sovereign AI revenues and a growing AI cloud market. In South Korea, government-backed spending is driving GPU procurement and broader server-component demand.

AI & Enterprise

SKT to work with Arm, Rebellion on AI inference server solution

SK Telecom is developing an AI inference server solution that combines a graphics processing unit and a neural processing unit. The company signed an MOU with chip designer Arm and AI chip startup Rebellion to jointly develop a solution that uses Arm’s Arm AGI CPU and Rebellion’s Revel Card, due in the third quarter. SKT plans to validate the solution at its AI data center and review running its A.X K1 model on it.