GlobalFoundries: The server CPU market is entering a "super cycle," with AMD, Intel, and Qualcomm expected to benefit

Glonghui, May 12 — The wafer foundry GlobalFoundries recently pointed out that, benefiting from the explosive demand for AI inference and agent applications, the server CPU market is experiencing a structural growth “super cycle”, with AMD, Intel, and Qualcomm seen as the main beneficiaries. In the past, during the AI training phase dominated by GPUs, the usage ratio of GPUs to CPUs was about 8:1. However, as AI applications shift toward inference and agents, this ratio has dropped to 4:1 and may even approach 1:1 in the future. This means the importance of CPUs in data scheduling, memory management, and system collaboration has increased significantly. GlobalFoundries has identified AI server CPUs as a key growth driver and has pledged to return 50% of its free cash flow to shareholders.