Cathie Wood, ARK Invest CEO, says agentic AI will shift hardware demand toward CPUs over GPUs citing OpenAI CFO remarks

RPRohan Paul@rohanpaul_ai

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. ---- From "Bloomberg Podcasts" YT channel (link in comment)