AI Computing Power's New Landscape: Who Can Challenge NVIDIA's Dominance?

Intel CEO Chen Liwu revealed in a podcast that multiple global tech CEOs are demanding more CPUs, indicating a structural shift in AI computing. Agentic AI requires iterative cycles of thinking and planning, increasing CPU workload by up to 1,000 times compared to traditional inference. Intel noted a shift from a 1:8 CPU-to-GPU ratio to 1:1 for agentic workloads, leading to a 22% year-over-year revenue increase to $5.1 billion in Q1 2026. Bernstein revised its 2030 server CPU market forecast from $137 billion to $223 billion, reflecting significant growth potential.