… The bank’s report cited expert comments behind three main themes explaining the surge in CPU demand. The first is that agentic AI workloads rely more heavily on CPU cores. That shift is expected to require a three- to fivefold increase in CPU core counts per user and per GPU. …
… The desktop part was said to carry 16 CPU cores in a four P-core and 12 E-core layout. Compared with standard Nova Lake parts carrying just two Xe3 cores, the graphics side was the interesting bit. …
… The AI-focused rack houses AMD’s sixth-generation EPYC CPUs, codenamed Venice, and Instinct MI450X AI GPUs. …
… Cache is not glamorous, but it does stop CPUs spending their lives twiddling their electronic thumbs. On the server side, Zen 7 cores are expected to bring updated Matrix engine capabilities. …
… A PCI-SIG roadmap chart included with the announcement shows I/O bandwidth doubling every three years. …
… The company’s roadmap gives it more ammunition. …
… They say they are still cooperating on the future roadmap for ACE and AVX10, aiming to pursue “new opportunities in AI and other workload domains” without dumping developers into yet another dead end. …
… Amon said, “We are in a period of profound industry transformation — the rise of AI agents is reshaping our roadmap across every platform we develop,” on the earnings call. …