The shift from static inference to real-time autonomous agents is driving explosive demand for custom silicon, low-latency processing, and distributed AI systems.
When artificial intelligence first gained traction in the early 2010s, general-purpose central processing units (CPUs) and graphics-processing units (GPUs) were sufficient to run early neural networks, image generators, and language models. But by 2025, the rise of agentic AI—that is, models capable of thinking, planning, and acting autonomously in real time—has fundamentally changed the equation.
