Agentic AI 正在改变计算瓶颈，做 AI 基础设施和推理部署的团队需要重新评估硬件策略——CPU 可能比想象中更重要，值得关注。
Ark Invest CEO Cathie Wood 引用 OpenAI 首席财务官 Sarah Friar 的观点，指出随着 Agentic AI 的兴起，市场对 GPU 的追逐可能忽略了 CPU 的重要性。Agentic AI 的工作模式涉及规划、工具调用、内存检查、文件检索、代码编写和数据库查询等复杂任务，这些任务需要大量通用计算，而 CPU 在这些场景下比 GPU 更高效。这可能导致计算架构从以 GPU 为中心转向 CPU 与 GPU 协同，改变硬件投资方向。
Agentic AI may be forcing the old computing stack …
Agentic AI may be forcing the old computing stack with lot more focus on CPU back into the center of the story.
Here, Ark Invest CEO and CIO Cathie Wood quoting OpenAI's CFO Sarah Friar who has said - "people are chasing GPUs. They're going to be really shocked at how agentic AI activates CPUs"
The market has spent years treating GPUs as the scarce ingredient, because training large models made parallel math look like destiny.
But agentic AI changes the bottleneck.
An agent does not simply ask one giant model for one answer; it plans, calls tools, checks memory, retrieves files, writes code, queries databases, and loops until the task is done.
That means inference is not just matrix multiplication.
It is orchestration, data movement, networking, storage, scheduling, and a lot of general-purpose work that CPUs still handle better than accelerators.
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From "Bloomberg Podcasts" YT channel (link in comment)