AI & Enterprise
AI agents reshuffle data centre CPU market as Nvidia and Arm join in
The data centre CPU market long led by Intel and AMD is shifting as major cloud companies and chipmakers move to deploy in-house processors. The push is tied to a rising share of AI inference in data centres, lifting the importance of CPUs alongside GPUs. Nvidia showed a next-generation CPU beta aimed at AI agents, while Arm introduced its own data centre CPU. Alibaba unveiled a RISC-V-based XuanTie C950 focused on inference.
