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At OCP APAC 2026, AMD, Arm, and Microsoft executives argue that agentic AI workloads will increase CPU demand significantly, potentially shifting CPU-to-GPU ratios from 1:4 to 1:2 or even 1:1, while Microsoft positions its Cobalt 200 chip as an 'agent-native CPU'.
AMD argues that agentic AI requires rethinking infrastructure planning, with a need for dedicated CPU racks for orchestration and control workloads, shifting the CPU:GPU ratio from 1:8 or 1:4 to 1:1 or higher, rather than simply adding more CPUs to GPU-dense servers.