Agentic AI demand for CPUs is firm and not going away
需要说明的是，这不是一次性的易逝需求。这是坚实、可持续、非常非常强劲的需求。智能体 AI 给 CPU 带来了巨大压力，编排、调度以及这些智能体的管理等工作都要由 CPU 来承担，而这是只有 CPU 才能做的事。所以，虽然我们正在为这部分新增需求争取供应，但需求并不会消失。我有信心拿到这些供应，也非常有信心需求会持续下去。
English original
This is not perishable demand, to be clear. This is demand that is firm, sustaining, and very, very robust. Agentic AI puts a huge amount of pressure on the CPU to do all the work around orchestration, scheduling, and the management of these agents. That's only work the CPU can do. So, while we are in the process of securing supply for that additional demand, the demand is not going away. I'm confident we'll get that supply, and I'm also very confident that demand is going to continue.
在 CNBC 吉姆·克莱默的采访中
报道摘要
Arm Holdings CEO Rene Haas on Thursday sought to reassure investors about one of the biggest sticking points after its earnings report: Will Arm be able to produce enough of its AI chips to meet ...
CNBC