Reports
AI-generated structured vendor updates
NVIDIA
Other
2026-07-09
SambaNova完成11亿美元融资估值110亿美元：推理芯片新格局确立
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Intel
Other
2026-05-25
Intel CEO: AI Inference Flips CPU/GPU Ratio, Multi-Agent Pushes CPU Back to Core
Intel CEO Lip-Bu Tan forecasts AI inference driving CPU/GPU ratio from 1:8 to 1:1 or even 4:1, with Multi-Agent demands (OS scheduling, KV Cache offload, high-concurrency tool calls) elevating CPU from supporting role to lead. NVIDIA Vera, AMD Venice, and Intel 18A CPU mass production confirm a CPU demand super-cycle.