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Microsoft CEO Nadella states CPUs are as important as GPUs for running AI agents, hinting at a shift in the structure of AI hashrate demand.
Microsoft CEO Satya Nadella stated on an earnings call that CPUs are just as important as GPUs for running AI agents. The company also noted that as AI demand evolves, the CPU to GPU ratio is shifting from an early 1:4-1:8 to 1:1, and mentioned that AMD Helios and NVIDIA Vera Rubin will be used in its future AI infrastructure.
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