---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40454256.md"
description: "4. Where is the specific growth in CPU demand reflected?The growth mainly comes from two entirely new areas:1. Inside the XPU rack = In the "super node" composed of accelerators like GPU/TPU, more CPUs are needed for coordination. The vast majority of this incremental demand will be based on the ARM architecture.2. Independent pure CPU servers = A new net demand for pure CPU server racks has emerged, used for task orchestration by AI Agents. This market is expected to be equally shared by x86 and ARM.5. How does this trend affect the PC market?Ultimately, the demand from the server side will overflow and transmit to the PC market.The logic chain = AI Agents will try to push part of the workload (such as inference, tool calls) to run locally on PCs.The final result = This is expected to catalyze a new round of PC upgrades and replacement cycles, thereby benefiting the PC businesses of Intel and AMD.Don't buy blindly!!! Watch more, act less.Catch the main trend, exceeding 50% is enough."
datetime: "2026-05-06T04:19:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40454256.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40454256.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40454256.md)
author: "[佩宁Penny财商成长系](https://longbridge.com/en/profiles/17154496.md)"
---

# 4. Where is the specific growth in CPU demand refl…


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