SemiAnalysis@SemiAnalysis_ · XAI 摘要
在AI热潮中，CPU一度被认为已无足轻重。GPU和网络技术吸引了所有目光，尽管数据中心大规模建设，CPU需求却看似停滞。 这一说法如今已被颠覆。(1/5) 🧵
CPUs were left for dead in the AI boom. GPUs and networking captured all the attention， and CPU demand looked flat despite massive datacenter buildout. That narrative has now flipped. （1/5） 🧵