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The explosion of agentic AI has driven a wave of demand for CPUs, which coordinate different tasks, route tool calls and pass data between subagents, it writes. As a result, the CPU-to-GPU ratio in AI data centers is expected to shift to between 1:1 and 1:2 from 1:8 currently, significantly boosting market demand for CPUs, it notes. This demand shift is reshaping the competitive landscape. Beyond traditional server CPU vendors Intel and AMD, a new wave of nontraditional players is entering the CPU market, such as GPU maker Nvidia, IP licensor Arm, and major cloud service providers including AWS and Google, it adds.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["INT","LU0210536198.USD","LU2361044865.SGD","SGXZ99366536.SGD","LU2764263039.SGD","ARTY","CHAT","LU0097036916.USD","IE0001KFT4U8.USD","BAI","LU0081259029.USD","LU0274383776.USD","HK0000304797.USD","SGXZ51526630.SGD","AMDU","LU1232071149.USD","LU2458330243.SGD","LU0708995401.HKD","IE0000B7K699.USD","LU1988902786.USD","IE000BZT7R73.USD","INTC","XNTK","LU0786609619.USD","LU1803068979.SGD","LU0823421416.USD","LU0859254822.USD","FTXL","LU2244417387.USD","LU1804176565.USD","IE00BMPRXQ63.HKD","LU2458330169.SGD","IE00BQXX3C00.GBP","BK4535","LU2417539215.USD","LU0198837287.USD","LU2360107168.USD","IE000MB6IJN5.SGD","LU0823421333.USD","CHPS","IE00BKVL7J92.USD","BK4588","LU2250418816.HKD","LU0823434583.USD","LU0109391861.USD","LU0792757196.USD","LU0889566641.SGD","LU1880398554.USD","LU2764263203.CNY","LU1989764748.USD","LU2148611432.USD","LU2242649171.HKD","LU2462591350.SGD","LU0109392836.USD","LU2456880835.USD","LU0149725797.USD","LU1989772923.USD","SGXZ81514606.USD","IE000SO60NU8.SGD","BK4543","IE00BMPRXN33.USD","LU0048573561.USD","TRFK","LU0320765059.SGD","LU0889565833.HKD","AMDD","LU0133085943.USD","LU0742534661.SGD","INTW","LU2860962120.EUR","BK4575","LU1861215975.USD","LU0321505868.SGD","AMDC","LU1316542783.SGD","LU2931357623.SGD","LU2264538146.SGD","LU1242518857.USD","LU0154236417.USD","LU0187121727.USD","LU2461242641.AUD","LU1852331112.SGD","IE00BMPRXR70.SGD","FAI","AMYY","AMDY","GAMR","BK4527","LU0174119429.USD","LU2290526834.HKD","LU0056508442.USD","LU2720916845.USD","BK4529","IE0004445239.USD","LU2247934214.USD","SINTCmain","LU2054465674.USD","DAMD","IE00B1BXHZ80.USD","04335","BK4614","SMH","LU1267930730.SGD","BK4566","LU0082616367.USD","LU0823434740.USD","DRIV","LEGR","IE000F7OJYX1.SGD","SMHX","SOXY","IE00BZ1G4Q59.USD","PSI","LU0390134368.USD","LU1861559042.SGD","BK4533","IE000WAW04H5.SGD","LU2265009873.SGD","BK4573","TEK","BK4534","BK4141","LU1267930813.SGD","LU1923623000.USD","BK4512","BK4550","LU0127658192.USD","TTEQ","LU0672654240.SGD","BK4554","LU0048584097.USD","LU1242518931.SGD","LU2543165471.USD","LU1951198990.SGD","LU0719512351.SGD","LU0251142724.SGD","LU0251132253.USD","BK4612","AMDG","LU2361044949.HKD","LU2896262040.SGD","INYY","LU2357627491.SGD","SOXX","LU1064131342.USD","LU0348723411.USD","IE00BQXX3F31.USD","LU2361045086.USD","LU2360106780.USD","WISE","BK4579","LU1989772840.SGD","IE000M9KFDE8.USD","ILDR","LU2089985449.USD","LU2355687059.USD","CNAV","LU0251131958.USD","LU1861558580.USD","WUGI","BK4602","LU0642271901.SGD","AMDW","IETC","IE00BQXX3D17.EUR","AMDL","LU1951200564.SGD","LU1303367103.USD","LU2098885051.SGD","LU2108987350.USD","BK4585","IE00B5949003.HKD","SG9999001424.SGD","LU0321505439.SGD","BK4605","BK4532","AMUU","HK0000304805.HKD","SAMD0main","LU1989764664.SGD","IE0009356076.USD","USXF","LU2236285917.USD","AIQ","AMD","LU2764262908.HKD","QQQA","BK4515","LINT","LU1861220033.SGD","AIS","AMDS","LU1880398471.USD","LU0979878070.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672731212","title":"PRESS Digest-Wall Street Journal - October 1","url":"https://stock-news.laohu8.com/highlight/detail?id=2672731212","media":"Reuters","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672731212?lang=en_us&edition=fundamental","pubTime":"2026-10-01 12:37","pubTimestamp":1790829455,"startTime":"0","endTime":"0","summary":"PRESS DIGEST-Wall Street Journal - October 1Oct 1 -The following are the top stories in the Wall Street Journal. Reuters has not verified these stories and does not vouch for their accuracy.- A federal judge approved Paramount'sPSKY.Osettlement with 12 state attorneys general, clearing the way for its $81 billion acquisition of Warner Bros. DiscoveryWBD.O.- OpenAI President Greg Brockman told employees he won’t make a pledged $25-million donation to the pro-AI political group Leading the Future.- Mattel CEO Ynon Kreiz to become Co-CEO of the combined Paramount-Warner Bros. Discovery once the $81-billion deal closes.- Industry leaders including Jensen Huang of NvidiaNVDA.Ohad questioned Anthropic’s Dario Amodei about his warnings about the dangers of AI at White House event.-  Walgreens-owner Sycamore Partners is close to a deal to sell British pharmacy chain Boots to the Weston family for about $9 billion.- Hormel FoodsHRL.Nsaid it would buy family-owned chicken processor Brakebush 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Today is National Day, and I wish everyone a happy holiday and family happiness. Overall, the A-share market saw a significant pullback in the 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CEOs Privately Questioned Amodei for Sounding AI Alarm Bells","url":"https://stock-news.laohu8.com/highlight/detail?id=2672383837","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672383837?lang=en_us&edition=fundamental","pubTime":"2026-10-01 06:38","pubTimestamp":1790807880,"startTime":"0","endTime":"0","summary":"' and that focal point drove agreement,\" said the candidate to be Trump's next AI \"czar\" coordinating policy across the administration.On Tuesday, Amodei told reporters \"we can win safely\" if the industry and administration work together, and Trump praised him for being \"great.\" The duo dined together at the White House Sunday for their first face-to-face meeting.Anthropic has sought to mend fences with the administration recently and is gearing up for an initial public offering it hopes will value the company at some $2 trillion. The company is still reeling from a pair of bruising battles with the administration earlier this year that included a 2 1/2-week shutdown of two of its models due to security concerns and being blacklisted by the Pentagon over a dispute regarding how AI is used in the military.Tuesday's principles were the result of months of discussions over how to prevent AI cyberattacks following the release of Anthropic's Mythos and similar models earlier this year. 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