// enterprise compute

Source: SiliconANGLE

AMD and Dell are positioning themselves to capture a new infrastructure wave—one where autonomous agents running complex workflows demand different hardware orchestration than the large language models that defined the previous five years. The shift matters because it threatens to redistribute market share: if agentic workloads require custom silicon, distributed memory hierarchies, or radically different CPU-to-GPU ratios than training ChatGPT variants, the companies that optimized their stacks for transformer inference will find themselves misaligned with actual customer needs. Whoever owns the "right" architecture for agents controls the next $100B hardware refresh cycle.