tech
March 13, 2026
Nvidia's GTC Will Mark an AI Chip Pivot. Here's Why the CPU Is Taking Center Stage
Nvidia and AMD are seeing huge demand for CPUs, and Jensen Huang is poised to unveil details for processors specialized for agentic AI at the GTC conference.
TL;DR
- Nvidia is set to unveil new details about its agentic-optimized CPUs at its GTC conference.
- Agentic AI requires significant general compute power, making CPUs a critical component in AI workflows.
- The demand for CPUs is leading to supply shortages and increased lead times, described as a 'quiet supply crisis'.
- Nvidia's CPUs are designed with fewer, more powerful cores optimized for data processing and agentic AI, contrasting with AMD and Intel's core-heavy approach.
- Nvidia's CPU strategy is 'platform agnostic,' supporting Arm, x86, and RISC-V architectures to integrate with various GPUs.
- Hyperscalers like Amazon, Google, and Microsoft are increasingly developing their own Arm-based CPUs for data centers.
- Nvidia is opening up its NVLink technology to third-party licensing to support broader CPU integration with its GPUs.
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