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The AI chip race may be entering a new phase, and the CPU is back at the center of it. As agentic AI workloads surge, Nvidia says CPUs are increasingly becoming the bottleneck in modern data centers. That shift could rebalance the conversation around compute, where GPUs dominated the narrative for years. If AI agents keep expanding, the next infrastructure race may not only be about GPUs, but about the entire computing stack. https://t.co/rVmYqvpEg0 @KatieTarasov @cnbc
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