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The explosion of agentic AI has driven a wave of demand for CPUs, which coordinate different tasks, route tool calls and pass data between subagents, it writes. As a result, the CPU-to-GPU ratio in AI data centers is expected to shift to between 1:1 and 1:2 from 1:8 currently, significantly boosting market demand for CPUs, it notes. This demand shift is reshaping the competitive landscape. Beyond traditional server CPU vendors Intel and AMD, a new wave of nontraditional players is entering the CPU market, such as GPU maker Nvidia, IP licensor Arm, and major cloud service providers including AWS and Google, it adds.","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861215975.USD","TRFK","LU2054465674.USD","LU2098885051.SGD","LU2290526834.HKD","BK4515","IE00BQXX3D17.EUR","LU0109391861.USD","QQQA","IE00BKVL7J92.USD","LU2089985449.USD","LU2543165471.USD","LU1267930813.SGD","IE000F7OJYX1.SGD","BK4579","LU0320765059.SGD","LU1242518857.USD","LU2764262908.HKD","IE00BZ1G4Q59.USD","IETC","BK4543","BK4535","AMDS","LU0823421333.USD","LU0251132253.USD","LU0048573561.USD","IE0009356076.USD","LU0097036916.USD","CNAV","AIQ","AMDY","LU1804176565.USD","HK0000304805.HKD","SOXX","LU0081259029.USD","CHPS","IE000MB6IJN5.SGD","BK4529","ILDR","LU0133085943.USD","LU1989764748.USD","IE00BMPRXR70.SGD","CHAT","SINTCmain","SG9999001424.SGD","IE000BZT7R73.USD","LU0109392836.USD","LU0187121727.USD","DAMD","BK4588","LU0390134368.USD","LU0823434740.USD","LU2361044949.HKD","LU1951198990.SGD","BK4554","LU1316542783.SGD","LU1861559042.SGD","AMUU","LU2360106780.USD","SAMD0main","BK4575","LU0889565833.HKD","BK4612","LU2247934214.USD","LU1232071149.USD","LU1880398471.USD","AMDG","LU1303367103.USD","LU2361045086.USD","LU2250418816.HKD","AMYY","LU1988902786.USD","LU2764263203.CNY","AMDW","LU2896262040.SGD","LU0251131958.USD","LU2355687059.USD","04335","LEGR","LU1803068979.SGD","LU2361044865.SGD","LU1861558580.USD","BK4614","INT","INTC","BK4605","LU1852331112.SGD","SGXZ51526630.SGD","IE000SO60NU8.SGD","AMD","LU0786609619.USD","LU0082616367.USD","LU2461242641.AUD","LU0889566641.SGD","LU2458330169.SGD","LU1880398554.USD","LU0979878070.USD","LU0274383776.USD","LU2458330243.SGD","LU2244417387.USD","PSI","LU1923623000.USD","IE00B1BXHZ80.USD","LU2417539215.USD","LU0742534661.SGD","WISE","IE000M9KFDE8.USD","IE00B5949003.HKD","INYY","BK4585","LU2242649171.HKD","AMDD","SMHX","SOXY","LU0048584097.USD","LU0056508442.USD","BK4527","LU1242518931.SGD","LU2264538146.SGD","IE00BQXX3F31.USD","LU2265009873.SGD","AMDC","IE00BMPRXN33.USD","LU1989772923.USD","LU2456880835.USD","TEK","LU1064131342.USD","LU0708995401.HKD","BK4141","LU0823421416.USD","LU2236285917.USD","LU0149725797.USD","LU0672654240.SGD","IE00BQXX3C00.GBP","LU0210536198.USD","LU2764263039.SGD","BK4533","XNTK","LU2462591350.SGD","LU2931357623.SGD","LINT","LU2860962120.EUR","LU0859254822.USD","IE0001KFT4U8.USD","FTXL","DRIV","LU0198837287.USD","LU0348723411.USD","SGXZ81514606.USD","IE0000B7K699.USD","BK4532","IE00BMPRXQ63.HKD","LU1989772840.SGD","LU0127658192.USD","SMH","BK4566","LU2108987350.USD","FAI","LU0823434583.USD","LU1267930730.SGD","WUGI","BAI","LU1861220033.SGD","BK4550","GAMR","LU0719512351.SGD","ARTY","BK4573","LU1989764664.SGD","AMDU","LU0154236417.USD","LU1951200564.SGD","LU0321505868.SGD","LU0251142724.SGD","LU2360107168.USD","BK4512","IE000WAW04H5.SGD","LU2148611432.USD","LU0174119429.USD","TTEQ","INTW","LU0792757196.USD","LU0321505439.SGD","AMDL","LU0642271901.SGD","LU2357627491.SGD","HK0000304797.USD","LU2720916845.USD","SGXZ99366536.SGD","USXF","BK4534","IE0004445239.USD","BK4602","AIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672734134","title":"Why Did Google Stock Gain in After-Hours Trading on Wednesday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672734134","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672734134?lang=en_us&edition=fundamental","pubTime":"2026-10-01 13:07","pubTimestamp":1790831251,"startTime":"0","endTime":"0","summary":"Alphabet ($GOOGL) stock gained 1.54% in after-hours trading on Wednesday after the company launched Gemini 4 Argon, its latest AI model. 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Aren't High for Nike's Earnings. 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MA Credit Income Trust has reduced its capital base by cancelling 6,993,317 ful...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/company-announcements/ma-credit-income-trust-cancels-nearly-7-million-units-in-equal-access-buy-back?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/company-announcements/ma-credit-income-trust-cancels-nearly-7-million-units-in-equal-access-buy-back?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU2361045086.USD","LU0823434583.USD","LU1989772840.SGD","IE000BZT7R73.USD","LU2168564149.EUR","SGXZ41872573.SGD","IE00B4JS1V06.HKD","LU0011850046.USD","LU0353189680.USD","LU0174119429.USD","LU0353189763.USD","IE00BQXX3C00.GBP","LU1718418525.SGD","IE00BKDWB100.SGD","LU2250418816.HKD","IYG","IE00B1XK9C88.USD","XLF","LU0898699433.AUD","IE00BHPRN162.USD","IE00BQXX3D17.EUR","BK4533","LU2168564065.EUR","BK4559","LU0109391861.USD","LU2552382132.HKD","FNCL","UYG","BK4106","LU1868836757.USD","LU2168563687.JPY","FDFF","LU0170899867.USD","LU1280957306.USD","LU0726765562.USD","LU0345770993.USD","IE00BQXX3F31.USD","STBQ","LATR","LU0096364046.USD","LU2106854487.HKD","LU2462157665.USD","IPAY","VFH","LU0640476718.USD","LU0971096721.USD","IE0005OL40V9.USD","LU0107464264.USD","MA","BK4227"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672731212","title":"PRESS Digest-Wall Street Journal - October 1","url":"https://stock-news.laohu8.com/highlight/detail?id=2672731212","media":"Reuters","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672731212?lang=en_us&edition=fundamental","pubTime":"2026-10-01 12:37","pubTimestamp":1790829455,"startTime":"0","endTime":"0","summary":"PRESS DIGEST-Wall Street Journal - October 1Oct 1 -The following are the top stories in the Wall Street Journal. Reuters has not verified these stories and does not vouch for their accuracy.- A federal judge approved Paramount'sPSKY.Osettlement with 12 state attorneys general, clearing the way for its $81 billion acquisition of Warner Bros. DiscoveryWBD.O.- OpenAI President Greg Brockman told employees he won’t make a pledged $25-million donation to the pro-AI political group Leading the Future.- Mattel CEO Ynon Kreiz to become Co-CEO of the combined Paramount-Warner Bros. Discovery once the $81-billion deal closes.- Industry leaders including Jensen Huang of NvidiaNVDA.Ohad questioned Anthropic’s Dario Amodei about his warnings about the dangers of AI at White House event.-  Walgreens-owner Sycamore Partners is close to a deal to sell British pharmacy chain Boots to the Weston family for about $9 billion.- Hormel FoodsHRL.Nsaid it would buy family-owned chicken processor Brakebush 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