Agentic AI workloads (task sch

Agentic AI workloads (task scheduling, state management, I/O control) are overwhelming GPUs alone — CPUs are now critical infrastructure again, not just supporting hardware.

Over the past two years, the market has been used to a single chain: capex up → GPU orders up → HBM up → advanced packaging up.

In this chain, CPUs were just a supporting role — “one extra chip bundled in the server,” and were given low valuation weight.

Morgan Stanley’s March AI Agent report pointed out:
pure inference and agent-based inference are physically different, and putting them into the same BOM model ignores the CPU as a core driver.

Intel Surges 20% Post-Earnings — Is the CPU Making a Major Comeback?

Intel's quarterly results significantly exceeded expectations, with earnings power far surpassing consensus estimates and delivering the strongest profitability metrics in five years. The standout was not merely the top-line beat, but earnings quality — signaling that Intel is not only selling more, but that product competitiveness is visibly recovering. CPU scarcity appears to be the key driver. Can Intel sustain this momentum toward $100 this year, and with CPUs back in focus, which other stocks stand to benefit?

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