# Agentic AI 或让 CPU 重回计算核心

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-09-12 00:52
- AIHOT 分数：38
- AIHOT 链接：https://aihot.news/items/cmtx7s1ks0a5aroedy9hvla51
- 原文链接：https://x.com/rohanpaul_ai/status/2098454552806879680

## AI 摘要

Ark Invest CEO Cathie Wood 引用 OpenAI CFO Sarah Friar 的话称，人们都在追逐 GPU，但 agentic AI 激活 CPU 的程度会让他们大为震惊。Agentic AI 改变了瓶颈：智能体需要规划、调用工具、检索记忆与文件、写代码、查询数据库并循环执行，推理不再只是矩阵乘法，还涉及编排、数据搬运、网络、存储、调度等 CPU 更擅长的通用计算工作。

## 正文

Agentic AI may be forcing the old computing stack with lot more focus on CPU back into the center of the story.

Here, Ark Invest CEO and CIO Cathie Wood quoting OpenAI's CFO Sarah Friar who has said - "people are chasing GPUs. They're going to be really shocked at how agentic AI activates CPUs"

The market has spent years treating GPUs as the scarce ingredient, because training large models made parallel math look like destiny.

But agentic AI changes the bottleneck.

An agent does not simply ask one giant model for one answer; it plans, calls tools, checks memory, retrieves files, writes code, queries databases, and loops until the task is done.

That means inference is not just matrix multiplication.

It is orchestration, data movement, networking, storage, scheduling, and a lot of general-purpose work that CPUs still handle better than accelerators.

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From "Bloomberg Podcasts" YT channel (link in comment)