AT&S: Agentic AI is Multiplying Demand for High-end Substrates. Chart Breakout?

A shift in power is underway in the second tier of AI infrastructure. At the center: The "orchestration" of complex AI agents. The result is a renaissance of the CPU and a surge in demand for the substrate specialist AT&S . The return of CPU logic AI agents do not operate linearly. They call upon tools, search databases, and manage workflows. This "orchestration layer" is the domain of classical processors – the CPU. Intel CFO David Zinsner emphasized that the expansion of AI infrastructure is "positive for the demand for server CPUs...