Everyone's been GPU-brained for 3 years. But agentic AI flips this. CPUs now account for 50-90% of total latency doing orchestration, tool calls, API handling, memory lookups. If you don't have enough CPUs, your GPUs just sit there waiting to be fed.
Intel literally can't keep up with demand. AMD's calling it a surge.
Meanwhile Arm just made its own chip for the first time ever. 136 cores, 300W, and Meta's already buying. The boring chip is suddenly the one everyone needs.