WisdomTree argues the AI investment cycle is expanding beyond GPUs, with CPUs re-emerging as a critical layer in both training and inference as workloads become more complex.
- Hyperscaler capex is set to approach $700bn in 2026, sustaining demand across the semiconductor stack.
- CPUs are increasingly essential for data orchestration, reinforcement learning, and agentic AI workflows, where coordination—not just compute—matters.
- Intel and AMD are seeing renewed momentum, though competition from custom ARM chips and Nvidia’s CPU ecosystem is intensifying.
AI was never just a GPU story. The question now is how much of the next leg belongs to everything around it.
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