The AI infrastructure boom is bigger than GPUs

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For the past two years, the generative AI conversation has been dominated by one piece of hardware: the GPU.

GPUs supplied the parallel compute needed to train large language models, and their scarcity quickly became a proxy for AI readiness.

But that shorthand is now incomplete.

The next phase of enterprise AI will not be defined by accelerators alone.

It will be shaped by CPUs, memory bandwidth, cloud capacity, networking, and the workflow systems that allow AI to move from casual experimentation into daily business operations.

AI’s true economic impact will not come from model access; it will come from whether businesses can turn AI into reliable, cost-efficient operational capacity.

AI is Becoming an Infrastructure Problem

The first wave of generative AI adoption was largely experimental. Employees used standalone tools to draft emails, summarize documents, or write code. These ad-hoc use cases were useful, but they did not require companies...

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