正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

One CPU doesn't fit every AI workload. Hear why agentic AI is creating new roles for CPUs across the data center.

AMD

1,283,233 subscribers

44,402 次观看 • 5 天前 •via X (Twitter)

科学技术教育新闻政治

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

A new metric for the agentic AI era: threads per megawatt. AMD’s Madhu Rangarajan explains how AMD EPYC processors are designed to maximize concurrent workloads within existing data center power limits. Learn more:

A new metric for the agentic AI era: threads per megawatt. AMD’s Madhu Rangarajan explains how AMD EPYC processors are designed to maximize concurrent workloads within existing data center power limits. Learn more:

AMD

71,647 次观看 • 5 天前

$NVDA hand-delivered the first Vera CPUs to Anthropic, OpenAI, SpaceX and Oracle Cloud. Vera is the company’s first custom CPU built for agentic AI marking its push deeper into the full compute stack as demand expands across CPUs, GPUs, networking and memory.

$NVDA hand-delivered the first Vera CPUs to Anthropic, OpenAI, SpaceX and Oracle Cloud. Vera is the company’s first custom CPU built for agentic AI marking its push deeper into the full compute stack as demand expands across CPUs, GPUs, networking and memory.

Shay Boloor

168,875 次观看 • 3 个月前

Enterprise AI isn't one-size-fits-all. Dan McNamara, AMD SVP and GM of Compute and Enterprise AI, explains why the future is a distributed AI deployment model spanning cloud, on-premises infrastructure and AI PCs. Hear how AMD is enabling every stage of the AI journey.

Enterprise AI isn't one-size-fits-all. Dan McNamara, AMD SVP and GM of Compute and Enterprise AI, explains why the future is a distributed AI deployment model spanning cloud, on-premises infrastructure and AI PCs. Hear how AMD is enabling every stage of the AI journey.

AMD

32,843 次观看 • 9 天前

Enterprise AI adoption shouldn’t require rebuilding your data center. AMD’s Suresh Andani shares how the new AMD Instinct MI350P PCIe cards enable enterprises to deploy and scale generative and agentic AI using existing air-cooled infrastructure, while delivering strong AI performance and operational simplicity. Watch the full video on YouTube:

Enterprise AI adoption shouldn’t require rebuilding your data center. AMD’s Suresh Andani shares how the new AMD Instinct MI350P PCIe cards enable enterprises to deploy and scale generative and agentic AI using existing air-cooled infrastructure, while delivering strong AI performance and operational simplicity. Watch the full video on YouTube:

AMD

14,960 次观看 • 3 个月前

🎤 Overheard at #CES2026: AI compute is entering the yottascale era. William Myrhang shows how the AMD Helios AI Platform enables AI to scale by the rack and by the data center, not one server at a time. Designed for agentic and large-scale AI workloads, Helios makes yottascale compute practical, deployable, and sustainable. Zettaflops defined the early AI boom. Yottaflops will define what comes next. AMD is helping build the open foundation needed to support this unprecedented scale.

🎤 Overheard at #CES2026: AI compute is entering the yottascale era. William Myrhang shows how the AMD Helios AI Platform enables AI to scale by the rack and by the data center, not one server at a time. Designed for agentic and large-scale AI workloads, Helios makes yottascale compute practical, deployable, and sustainable. Zettaflops defined the early AI boom. Yottaflops will define what comes next. AMD is helping build the open foundation needed to support this unprecedented scale.

AMD

21,014 次观看 • 6 个月前

Agentic AI starts with the CPU. As Satya Nadella highlighted when Microsoft announced Azure Cobalt 200 VMs in preview at #MSBuild, CPUs are foundational to this new era of AI. Built on Arm architecture, Cobalt 200 is another example of how Arm-based compute is powering what’s next for AI. Full keynote:

Agentic AI starts with the CPU. As Satya Nadella highlighted when Microsoft announced Azure Cobalt 200 VMs in preview at #MSBuild, CPUs are foundational to this new era of AI. Built on Arm architecture, Cobalt 200 is another example of how Arm-based compute is powering what’s next for AI. Full keynote:

Arm

13,268 次观看 • 1 个月前

AI is reshaping the data center. Hear from Paul Turner, Chief Product Officer of the VMware Cloud Foundation Division at Broadcom, on how Broadcom and AMD are helping organizations build AI-ready infrastructure with VMware Cloud Foundation and AMD Instinct MI350P Series GPUs.

AI is reshaping the data center. Hear from Paul Turner, Chief Product Officer of the VMware Cloud Foundation Division at Broadcom, on how Broadcom and AMD are helping organizations build AI-ready infrastructure with VMware Cloud Foundation and AMD Instinct MI350P Series GPUs.

AMD

29,114 次观看 • 2 个月前

$INTC has emerged as one of 2026’s biggest AI winners by benefiting across Xeon CPUs, purpose-built silicon and advanced packaging. That exposure is expanding because every accelerator rack still needs general-purpose compute to manage data, storage and workloads making agentic AI a new growth driver for server CPUs. The same buildout is pulling Intel deeper into custom silicon which nearly tripled YoY to a ~$2B annual run rate and advanced packaging where management already sees billions in backlog potential.

$INTC has emerged as one of 2026’s biggest AI winners by benefiting across Xeon CPUs, purpose-built silicon and advanced packaging. That exposure is expanding because every accelerator rack still needs general-purpose compute to manage data, storage and workloads making agentic AI a new growth driver for server CPUs. The same buildout is pulling Intel deeper into custom silicon which nearly tripled YoY to a ~$2B annual run rate and advanced packaging where management already sees billions in backlog potential.

Shay Boloor

51,195 次观看 • 25 天前

Cathie Wood just flagged the sleeper trade inside the AI boom that most people are completely missing. Everyone has been chasing GPUs. Nvidia, the data center buildout, the chip arms race. That trade has been obvious for two years. But OpenAI's CFO Sarah Fryer said something quite different: people are going to be really shocked by how agentic AI activates CPUs. Right now, for every CPU in an AI workload, there are 4 to 5 GPUs. That's the current ratio. Wood thinks that ratio is going to 1 to 1. Think about what that means. AI inference at scale, agents running autonomously, pipelines executing tasks across systems. The compute mix shifts dramatically away from pure GPU dominance. CPUs become a first-class citizen in the AI stack. Cathie called it going "back to the future." Intel has taken off. Flex (formerly Flextronics) is booming. Stocks that were giants in the dot-com bubble are resurging because the underlying demand for their products is real again. The GPU trade made sense at the training stage. You need massive parallel compute to train frontier models. But agentic AI runs differently. Agents are constantly orchestrating, reasoning, calling APIs, executing workflows. That workload looks a lot more like traditional computing. And traditional computing runs on CPUs. If Cathie Wood is right about the ratio collapsing to 1:1, the CPU demand signal embedded in the AI buildout is orders of magnitude larger than the market is currently pricing.

Cathie Wood just flagged the sleeper trade inside the AI boom that most people are completely missing. Everyone has been chasing GPUs. Nvidia, the data center buildout, the chip arms race. That trade has been obvious for two years. But OpenAI's CFO Sarah Fryer said something quite different: people are going to be really shocked by how agentic AI activates CPUs. Right now, for every CPU in an AI workload, there are 4 to 5 GPUs. That's the current ratio. Wood thinks that ratio is going to 1 to 1. Think about what that means. AI inference at scale, agents running autonomously, pipelines executing tasks across systems. The compute mix shifts dramatically away from pure GPU dominance. CPUs become a first-class citizen in the AI stack. Cathie called it going "back to the future." Intel has taken off. Flex (formerly Flextronics) is booming. Stocks that were giants in the dot-com bubble are resurging because the underlying demand for their products is real again. The GPU trade made sense at the training stage. You need massive parallel compute to train frontier models. But agentic AI runs differently. Agents are constantly orchestrating, reasoning, calling APIs, executing workflows. That workload looks a lot more like traditional computing. And traditional computing runs on CPUs. If Cathie Wood is right about the ratio collapsing to 1:1, the CPU demand signal embedded in the AI buildout is orders of magnitude larger than the market is currently pricing.

Milk Road AI

234,897 次观看 • 2 个月前

Agentic AI is here, and AMD is helping Luma AI deliver the infrastructure needed to support these advanced models. This collaboration, spotlighted at CES, highlights how AMD and Luma AI are working together to enable what’s next. ▶️ Hear more from CEO of Luma AI, Amit Jain (amit).

Agentic AI is here, and AMD is helping Luma AI deliver the infrastructure needed to support these advanced models. This collaboration, spotlighted at CES, highlights how AMD and Luma AI are working together to enable what’s next. ▶️ Hear more from CEO of Luma AI, Amit Jain (amit).

AMD

12,902 次观看 • 6 个月前

"Agentic AI changes the role of the CPU. The CPU is now the conductor and the GPU is the orchestra". 🎼 NVIDIA Vera is the first CPU built for AI agents — purpose-built from the ground up for how AI works today. Faster. More efficient. Ready for what's next. 🔲 #NVIDIAGTC

"Agentic AI changes the role of the CPU. The CPU is now the conductor and the GPU is the orchestra". 🎼 NVIDIA Vera is the first CPU built for AI agents — purpose-built from the ground up for how AI works today. Faster. More efficient. Ready for what's next. 🔲 #NVIDIAGTC

NVIDIA AI Infrastructure

15,062 次观看 • 2 个月前

The industry’s best CPU for AI 🧠 Best-in-class efficiency 💪 Superior data center optimization 🌐 Introducing the Intel Xeon 6700 series processor with P-cores — the ideal CPU for modern data centers.

The industry’s best CPU for AI 🧠 Best-in-class efficiency 💪 Superior data center optimization 🌐 Introducing the Intel Xeon 6700 series processor with P-cores — the ideal CPU for modern data centers.

Intel News

17,724 次观看 • 1 年前

🔹AI now touches every technology 🔹Real-world use cases across industries are in production 🔹Future infrastructure is distributed—from data center to AI PC 🔹Agentic AI is at a tipping point John Roese shares his top 4 takeaways in a special #DellTechWorld edition of AI Insights. ▶️ the video:

🔹AI now touches every technology 🔹Real-world use cases across industries are in production 🔹Future infrastructure is distributed—from data center to AI PC 🔹Agentic AI is at a tipping point John Roese shares his top 4 takeaways in a special #DellTechWorld edition of AI Insights. ▶️ the video:

Dell Technologies

24,706 次观看 • 1 年前

Today, AMD and Microsoft are announcing an expanded strategic partnership to deliver a full stack of AMD AI solutions for Microsoft Azure, spanning GPUs, CPUs, networking and software. At the center of this expansion, Microsoft will deploy AMD Helios to power frontier model AI inference for Microsoft, its AI customers and support Azure AI services. Read more on the news ahead of #AdvancingAI:

Today, AMD and Microsoft are announcing an expanded strategic partnership to deliver a full stack of AMD AI solutions for Microsoft Azure, spanning GPUs, CPUs, networking and software. At the center of this expansion, Microsoft will deploy AMD Helios to power frontier model AI inference for Microsoft, its AI customers and support Azure AI services. Read more on the news ahead of #AdvancingAI:

AMD

155,412 次观看 • 1 个月前

Dylan Patel: “CPUs are sold out.” $INTC earnings and conference call confirmed the looming CPU shortage. There are three main drivers: - Agentic systems, as CPUs do the planning and orchestration. - Increasing complexity of and demand for reinforcement learning environments that run on CPUs. - Increasing deployment of AI instilled apps. Models run on GPUs but apps themselves run on CPUs. Demand for all these will grow secularly as AI systems will only get more agentic, RL environments will only get more complex, and deployment will only accelerate. As a result, GPU-to-CPU ratio in AI workloads will move from 1:8 to 1:2 or maybe even 1:1 in the future. CPU supercycle is about to start. $AMD $INTC $ARM

Dylan Patel: “CPUs are sold out.” $INTC earnings and conference call confirmed the looming CPU shortage. There are three main drivers: - Agentic systems, as CPUs do the planning and orchestration. - Increasing complexity of and demand for reinforcement learning environments that run on CPUs. - Increasing deployment of AI instilled apps. Models run on GPUs but apps themselves run on CPUs. Demand for all these will grow secularly as AI systems will only get more agentic, RL environments will only get more complex, and deployment will only accelerate. As a result, GPU-to-CPU ratio in AI workloads will move from 1:8 to 1:2 or maybe even 1:1 in the future. CPU supercycle is about to start. $AMD $INTC $ARM

Oguz Erkan

93,419 次观看 • 3 个月前

$AMD CEO Lisa Su says the server CPU market could exceed $120B by 2030 growing over 35% annually as agentic AI drives more compute demand. If every user has multiple AI agents constantly calling tools and generating tokens then CPUs become critical again.

$AMD CEO Lisa Su says the server CPU market could exceed $120B by 2030 growing over 35% annually as agentic AI drives more compute demand. If every user has multiple AI agents constantly calling tools and generating tokens then CPUs become critical again.

Shay Boloor

149,926 次观看 • 3 个月前

AI workloads are evolving, and so is the infrastructure behind them. Hear Meta's Head of Infrastructure Santosh Janardhan discuss how Meta and AMD are co-engineering AI infrastructure across the full stack.

AI workloads are evolving, and so is the infrastructure behind them. Hear Meta's Head of Infrastructure Santosh Janardhan discuss how Meta and AMD are co-engineering AI infrastructure across the full stack.

AMD

31,330 次观看 • 21 天前

HERE’S TODAY’S FOX BUSINESS SEGMENT • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CRWD as the interaction layer for agents, $RBRK as the “undo button” for agents & $ZS as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $SNOW, $MDB • The enterprise AI bottleneck: nobody is better positioned than $PLTR sitting between cheap, powerful models & messy, valuable enterprise data • Picks-and-shovels winner in agentic AI: $NET

HERE’S TODAY’S FOX BUSINESS SEGMENT • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CRWD as the interaction layer for agents, $RBRK as the “undo button” for agents & $ZS as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $SNOW, $MDB • The enterprise AI bottleneck: nobody is better positioned than $PLTR sitting between cheap, powerful models & messy, valuable enterprise data • Picks-and-shovels winner in agentic AI: $NET

Shay Boloor

191,754 次观看 • 6 个月前

AI in the network is shifting the conversation beyond GPUs. At MWC 2026, Intel's Kevork Kechichian, EVP & GM of the Data Center Group, explains why inference workloads are bringing CPUs back into focus, especially in telco environments where power, space, and efficiency matter. With platforms like Intel Xeon and Clearwater Forest, operators are seeing up to 30% performance gains and 60% better power efficiency, helping scale AI workloads without overhauling infrastructure. As networks evolve toward AI-driven operations and 6G, one principle is becoming clear: The future of AI infrastructure is about using the right compute for the right workload.

AI in the network is shifting the conversation beyond GPUs. At MWC 2026, Intel's Kevork Kechichian, EVP & GM of the Data Center Group, explains why inference workloads are bringing CPUs back into focus, especially in telco environments where power, space, and efficiency matter. With platforms like Intel Xeon and Clearwater Forest, operators are seeing up to 30% performance gains and 60% better power efficiency, helping scale AI workloads without overhauling infrastructure. As networks evolve toward AI-driven operations and 6G, one principle is becoming clear: The future of AI infrastructure is about using the right compute for the right workload.

Six Five Media

131,501 次观看 • 5 个月前