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The Silicon Shift: AI Beyond the GPU Narrative
Intel and Google deepen AI CPU push: why the next AI trade may spread beyond GPUs
Intel and Google are expanding their partnership around AI-focused CPUs and custom infrastructure processors. The key takeaway is that AI deployment is spreading beyond training into inference, enterprise workloads and broader data-centre computing. That could help parts of the server CPU, cloud infrastructure and networking stack, while putting some pressure on names that have been treated as the only AI winners.
Winners
AI server CPU and inference names
If AI demand is moving further into inference, enterprise…
The skinny
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