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Semi Analysis: Agents Explode in Popularity, CPU Becomes New "AI Bottleneck"

2+ hour, 27+ min ago  (1565+ words) Longbridge With the explosive growth of AI agents and Reinforcement Learning (RL), general-purpose processors (CPUs), which were marginalized in the early stages of the AI wave, are now facing an unprecedented compute crunch, becoming the new infrastructure bottleneck following GPUs....