@xiaomustock: A structural demand gap for CPUs is inevitable, similar to the storage market in 2026. Currently, the CPU to GPU configuration demand ratio is 1/8, but as AI model companies enter the AI agent space, the demand for high-end CPUs driven by agent needs will surge to 1/1 within 2-3 quarters. An eightfold increase in demand, and high-end CPU production capacity is completely unable to keep up.

CPUs are inevitably heading toward a structural demand gap similar to what the memory market experienced in 2026. Currently, the CPU-to-GPU configuration ratio stands at 1:8, but as major AI model companies enter the AI agent space, the demand for high-end CPUs driven by agent workloads is projected to surge to a 1:1 ratio within 2-3 quarters. This represents an eightfold increase in demand—yet the production capacity for high-end CPUs is nowhere near capable of scaling up by eight times within the next two quarters. The tipping point for CPU demand is imminent. As evidenced by Intel’s recent high-end CPUs crowding out low-end CPU production this quarter, this shift is accelerating. By the end of this year at the earliest, or by Q1 2027 at the latest, we could see significant CPU price hikes, mirroring the 2026 memory market scenario. The window is narrowing to just 3–5 months.

Trumoo🐮 (@xiaomustock): After waking up, I reviewed many reviews of DeepSeek’s agent “DSH,” and most discussions center on token consumption, KV cache hit rates, and the fact that DSH’s time per task is twice that of GPT or Claude.
This reinforces my understanding of Intel’s Liang-Sen Chen’s point about CPU-DRAM stacked packaging: the architecture is becoming critical for handling such workloads efficiently.