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GPU standalone era may end as integrated design determines AI chip performance

The focus of competition in AI chips is shifting from standalone GPUs to integrated CPU-GPU designs that package processors and memory to optimise data flow. U.S.-listed CPU makers Intel and AMD have surged, reflecting rising demand for CPUs and DPUs as inference and agentic AI workloads expand. Nvidia is also pushing CPU offerings and tighter CPU-GPU integration, while memory is becoming a core component. The trend could benefit South Korean memory makers SK Hynix and Samsung Electronics.