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Nvidia’s CPU Bet and the Agentic AI Race | Durham News
Nvidia’s soaring stock and AI dominance are about to get even hotter as they pivot from GPUs to CPUs with their new Vera chip, betting big on “agentic AI” — where tasks chain together in real time. Bank of America sees this as their next big move, building an integrated “AI factory” that rivals can’t easily disrupt. But AMD isn’t backing down, arguing their x86-based processors offer better scalability and compatibility for enterprise AI workloads. With the market still young, the real test will be whether Nvidia’s speed-focused vision or AMD’s software-friendly approach wins out in…
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