Datacentre CPU growth outpaces GPUs and ASICs ⋆ Electronics Weekly
The emergence of agentic artificial intelligence is driving a notable recovery in the market for data center central processing units. Data from the Data Centers Processor Market Monitor for the third quarter of 2026 shows that CPU revenues climbed by 35 percent, outpacing the 23 percent growth for AI application-specific integrated circuits and the 13 percent rise for graphics processing units. In a significant strategic shift, manufacturers of GPUs and AI ASICs are currently trimming their product roadmaps, in some cases quite aggressively, due to the rapid increase in DRAM costs.
Agentic AI Boosts CPU Revenue
The financial impact of these trends is already evident in recent processor revenue reports. Yole Group noted that CPU revenue reached $13.2 billion in the
Source: electronicsweekly.com · 2026-10-20