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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 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20 US Stock Trades by Volume on October 1: Apple Gains Over 1% with Major Smart Home Push and Plans for a Smart Home Hub Device","url":"https://stock-news.laohu8.com/highlight/detail?id=1162545819","media":"Deep News","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162545819?lang=en_us&edition=fundamental","pubTime":"2026-10-01 04:53","pubTimestamp":1790801590,"startTime":"0","endTime":"0","summary":"On Thursday, NVIDIA (NVDA) closed up 0.51% with $27.132 billion in trading volume, ranking third among US stocks by turnover. NVIDIA announced that AI cloud provider CoreWeave has put NVIDIA's 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Stock Forecast: Can Foundry Progress Steady INTC After Its Sharp Selloff?","url":"https://stock-news.laohu8.com/highlight/detail?id=2671207022","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671207022?lang=en_us&edition=fundamental","pubTime":"2026-09-30 13:23","pubTimestamp":1790745808,"startTime":"0","endTime":"0","summary":"TradingKey - Intel’s data center sales are rising, but foundry losses and financing needs remain substantial. 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