For much of the generative AI boom, GPUs have dominated discussions around AI infrastructure as companies raced to build large language models, with Nvidia Corp.
(NASDAQ:NVDA) emerging as the biggest beneficiary, while CPUs took a back seat.
On Thursday, Intel Corp.'s (NASDAQ:INTC) leadership argued that the next phase of AI could look different.
Speaking on the company's earnings call, CFO David Zinsner said Intel now sees CPU and GPU deployments nearing parity on a unit basis.
"The ratio of CPU to GPU — we now believe we're almost in parity at this point," Zinsner said.
