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The explosion of agentic AI has driven a wave of demand for CPUs, which coordinate different tasks, route tool calls and pass data between subagents, it writes. As a result, the CPU-to-GPU ratio in AI data centers is expected to shift to between 1:1 and 1:2 from 1:8 currently, significantly boosting market demand for CPUs, it notes. This demand shift is reshaping the competitive landscape. Beyond traditional server CPU vendors Intel and AMD, a new wave of nontraditional players is entering the CPU market, such as GPU maker Nvidia, IP licensor Arm, and major cloud service providers including AWS and Google, it adds.","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DAMD","TTEQ","IE000BZT7R73.USD","SOXX","LU1852331112.SGD","LINT","AMDW","GAMR","LU0274383776.USD","IE000SO60NU8.SGD","AIQ","LU0127658192.USD","LU2720916845.USD","LU1989772840.SGD","LEGR","LU2108987350.USD","LU1267930730.SGD","LU1989764664.SGD","LU1232071149.USD","BK4579","LU1303367103.USD","BK4612","LU2360107168.USD","LU2543165471.USD","LU1064131342.USD","LU2357627491.SGD","BK4550","BK4529","LU0048584097.USD","LU2355687059.USD","SMH","LU1951198990.SGD","LU2242649171.HKD","LU2265009873.SGD","AMDY","LU0154236417.USD","LU2462591350.SGD","BK4614","LU2290526834.HKD","AMDC","LU0823421333.USD","BK4527","LU0786609619.USD","LU0719512351.SGD","INYY","BK4602","IE00B5949003.HKD","LU0081259029.USD","BK4554","LU2860962120.EUR","WISE","SGXZ51526630.SGD","BK4573","IE00BKVL7J92.USD","BK4532","LU0321505439.SGD","SGXZ81514606.USD","XNTK","AMDL","LU1316542783.SGD","LU0859254822.USD","IE0009356076.USD","IE000F7OJYX1.SGD","LU0823434740.USD","LU0792757196.USD","AMUU","LU0187121727.USD","LU2417539215.USD","LU2764263203.CNY","HK0000304805.HKD","LU0149725797.USD","LU1861215975.USD","AMYY","LU0708995401.HKD","DRIV","LU0672654240.SGD","LU0823434583.USD","IE00BMPRXR70.SGD","LU1951200564.SGD","BK4533","IE000MB6IJN5.SGD","LU0348723411.USD","PSI","IE00BQXX3F31.USD","QQQA","BK4588","CNAV","SGXZ99366536.SGD","IE00BZ1G4Q59.USD","LU1880398471.USD","LU2244417387.USD","HK0000304797.USD","LU0174119429.USD","LU0082616367.USD","LU1861220033.SGD","LU1923623000.USD","LU2764263039.SGD","CHPS","LU1988902786.USD","LU0889566641.SGD","LU0198837287.USD","LU0251132253.USD","LU0642271901.SGD","LU2461242641.AUD","LU2054465674.USD","IE00B1BXHZ80.USD","LU0210536198.USD","LU2361044865.SGD","BK4141","LU0133085943.USD","LU0823421416.USD","04335","LU1989764748.USD","AMDS","LU1242518857.USD","LU2931357623.SGD","LU0251142724.SGD","FTXL","LU2361045086.USD","AMD","WUGI","LU2148611432.USD","SAMD0main","CHAT","LU0889565833.HKD","IE00BQXX3C00.GBP","USXF","LU1880398554.USD","LU2456880835.USD","TEK","AMDD","LU2360106780.USD","BAI","BK4534","LU0109392836.USD","LU2250418816.HKD","LU2896262040.SGD","ARTY","IE0004445239.USD","LU0097036916.USD","BK4512","SMHX","LU2458330169.SGD","BK4535","IE0000B7K699.USD","FAI","LU1989772923.USD","INT","BK4566","IE00BMPRXN33.USD","IE000WAW04H5.SGD","INTC","LU1803068979.SGD","LU0056508442.USD","SINTCmain","LU2098885051.SGD","INTW","LU2247934214.USD","LU2089985449.USD","IE00BQXX3D17.EUR","IE0001KFT4U8.USD","LU2264538146.SGD","LU0979878070.USD","BK4515","TRFK","LU0109391861.USD","LU0321505868.SGD","BK4605","BK4585","LU0320765059.SGD","BK4543","ILDR","BK4575","LU0048573561.USD","AMDU","AIS","SG9999001424.SGD","LU2236285917.USD","LU2458330243.SGD","IE000M9KFDE8.USD","LU1804176565.USD","LU2764262908.HKD","LU1861558580.USD","LU0251131958.USD","LU1242518931.SGD","LU2361044949.HKD","IETC","IE00BMPRXQ63.HKD","AMDG","LU0742534661.SGD","SOXY","LU1861559042.SGD","LU1267930813.SGD","LU0390134368.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162545819","title":"Top 20 US Stock Trades by Volume on October 1: Apple Gains Over 1% with Major Smart Home Push and Plans for a Smart Home Hub Device","url":"https://stock-news.laohu8.com/highlight/detail?id=1162545819","media":"Deep News","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162545819?lang=en_us&edition=fundamental","pubTime":"2026-10-01 04:53","pubTimestamp":1790801590,"startTime":"0","endTime":"0","summary":"On Thursday, NVIDIA (NVDA) closed up 0.51% with $27.132 billion in trading volume, ranking third among US stocks by turnover. 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bullish activity in Advanced Micro Devices with shares down 0.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2672789031","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672789031?lang=en_us&edition=fundamental","pubTime":"2026-10-01 01:30","pubTimestamp":1790789417,"startTime":"0","endTime":"0","summary":"Moderately bullish activity in Advanced Micro Devices (AMD), with shares down $2.65 near $604.92. Options volume roughly in line with average with 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Packard Enterprise Secures $1.2 Billion Vultr Order for AMD Helios Systems; Shares Rise Pre-Bell","url":"https://stock-news.laohu8.com/highlight/detail?id=2671620174","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671620174?lang=en_us&edition=fundamental","pubTime":"2026-09-30 20:16","pubTimestamp":1790770562,"startTime":"0","endTime":"0","summary":"Hewlett Packard Enterprise  said Wednesday that it has secured a $1.2 billion order from Vultr to deploy AMD Helios AI Rack by HPE systems at its cloud data centers in the United States.The company said the order marks its first for the new AMD Helios system.Hewlett Packard Enterprise said it and Advanced Micro Devices  will support Vultr in meeting service provider and enterprise demand for model training and inference workloads at Vultr's AI data centers.Shares of the company were up 4.8% in Wednesday's premarket 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CEO Lisa Su Expected to Visit South Korea Next Month for Semiconductor Industry Conference","url":"https://stock-news.laohu8.com/highlight/detail?id=1134366340","media":"Deep News","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1134366340?lang=en_us&edition=fundamental","pubTime":"2026-09-30 07:41","pubTimestamp":1790725263,"startTime":"0","endTime":"0","summary":"According to industry insiders on Wednesday, Advanced Micro Devices (AMD) CEO Lisa Su is expected to visit South Korea next month to meet with executives of South Korean semiconductor companies 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