Zhi Tong Cai Jing·2026-02-26 07:08Core Insights - Nvidia's CEO Jensen Huang is increasingly favoring general-purpose CPUs, indicating a shift in focus from GPUs, which have dominated AI server markets [1] - The company plans to play a significant role in the resurgence of CPUs, with expectations of explosive growth in high-performance Nvidia CPUs in data centers [1] Group 1: CPU vs. GPU Dynamics - CPUs have traditionally handled 90% of computing tasks, but this ratio has reversed in recent years as AI companies shift focus from model training to deployment [1] - GPUs excel in parallel processing, making them suitable for AI tasks, but there is a growing trend of AI workloads being run on CPUs [2] - Nvidia's flagship AI server NVL72, which includes 36 CPUs and 72 GPUs, may evolve to a 1:1 ratio for handling AI workloads, potentially eliminating the need for GPUs [2] Group 2: Nvidia's Ambitions in CPU Market - Nvidia has announced a partnership with Meta Platforms to utilize its Grace and Vera CPU chips, marking a new direction in CPU deployment [3] - This partnership does not indicate a switch in CPU suppliers for Meta but rather an expansion of its supplier base, as AMD also recently secured a deal with Meta [3] - Nvidia's approach to CPU design focuses on high data processing capabilities, contrasting with Intel and AMD's methods of breaking chips into smaller units [3] Group 3: Future Developments - More information regarding Nvidia's CPU initiatives is expected to be revealed at the upcoming annual developer conference in Silicon Valley [4]