Intel and Google deepen AI CPU push: why the next AI trade may spread beyond GPUs

Intel and Google are expanding their partnership around AI-focused CPUs and custom infrastructure processors. The key takeaway is that AI deployment is spreading beyond training into inference, enterprise workloads and broader data-centre computing. That could help parts of the server CPU, cloud infrastructure and networking stack, while putting some pressure on names that have been treated as the only AI winners.

Winners

AI server CPU and inference names

If AI demand is moving further into inference, enterprise deployment and general-purpose compute, CPUs become more important alongside accelerators. Intel is the direct headline winner because Google is continuing to deploy Xeon chips and use Intel’s newer processors. AMD can b ...