Arm CEO predicts CPUs will scale to extreme core counts in AI-driven future

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The big picture: Despite adopting a strictly multi-core design long ago, modern CPUs are still less efficient than GPUs when processing highly parallel workloads. According to Arm's CEO, however, that is likely to change significantly over the next few years.

During a recent earnings call for the fourth quarter of fiscal year 2026, Arm executives shared some interesting insights into the company's outlook on the future of computing devices. According to CEO Rene Haas, CPUs will eventually surpass GPUs in terms of total compute cores. And yes, you guessed it: the driver behind this shift is the rapidly growing "agentic AI" economy.

AI agents are being positioned as the next major step in the ongoing evolution of AI applications. Proponents believe that LLM-based agents will soon be capable of automating nearly everything, while...

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