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The troublesome economics of CPU-only AI
At the end of the day, it all boils down to tokens per dollar Analysis Today, most GenAI models are trained and run on GPUs or some other specialized accelerator, but that doesn't mean they have to be. In fact, several chipmakers have suggested that CPUs are more than adequate for many enterprise AI use cases....
China gorging on silicon before Uncle Sam slams the door
Chip imports up more than 14% this year in anticipation of fresh restrictions China's semiconductor imports were up more than 14 percent in 2024 as companies in the country stockpiled ahead of widely expected fresh restrictions from Washington and pressure grows to develop local alternatives instead....
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