2026年基於代理的人工智慧浪潮：CPU短缺和GPU比例的結構性變化

2026年3月16日，NVIDIA在GTC大會上發表了首款獨立式Vera CPU機架。 3月25日，Arm正式進軍CPU市場，推出了自主研發的Arm AGI CPU以及兩款CPU機架（氣冷與水冷）。這些措施顯示CPU在AI資料中心的重要性日益凸顯，整體需求結構也發生了變化。此外，除了CPU供應緊張之外，英特爾和AMD都將在2026年第一季漲價的消息也引起了市場關注。

本報告詳細分析了以下三個面向：(1) CPU 在基於代理的人工智慧應用中的重要性；(2) 2026 年 CPU 市場的競爭格局；(3) 後端 CPU 設計服務領域的商機。其目的是在基於代理的人工智慧快速發展的時代，識別 CPU 需求的推動要素、供應商之間的競爭動態以及新興的潛在機會。

主要亮點

• NVIDIA 和 Arm 相繼發布了獨立的 CPU 機架產品，凸顯了 CPU 在 AI 資料中心中日益成長的重要性。
• CPU供應緊張促使市場需求結構轉變。
• 英特爾和AMD計劃在第一季提高產品價格，這引起了市場的廣泛關注。
• 本報告分析了三個關鍵領域：CPU 在基於代理的 AI 應用中的重要性、CPU 市場的競爭格局以及後端 CPU 設計服務的商業機會。
• 主要目標是確定在基於代理的人工智慧快速成長過程中 CPU 需求的促進因素，了解供應商之間的競爭格局，並發現新的潛在機會。

目錄

第1章：CPU在基於代理的人工智慧應用中的重要性

第2章：2026年CPU市場競爭格局

第3章：CPU後端設計服務的機遇

第4章：TRI的觀點

On March 16th 2026, NVIDIA used GTC to debut the first standalone Vera CPU Rack for sale. On March 25th, Arm announced its own Arm AGI CPU and introduced two CPU rack variants (air‑cooling and liquid‑cooling), formally entering the in‑house CPU market. These moves show that CPUs are becoming increasingly critical in AI data centers, and that overall demand is undergoing a structural shift. Recently, tight CPU supply, together with news that Intel and AMD are both raising prices at the end of 1Q26, has become a key focus for the market.

This report provides an in‑depth analysis of: (1) the importance of CPUs in Agentic AI applications, (2) the competitive landscape of the CPU market in 2026, and (3) business opportunities in back‑end CPU design services. The goal is to clarify CPU demand drivers in the era of rapidly growing Agentic AI, competitive dynamics among vendors, as well as newly emerging potential opportunities.

Key Highlights

• NVIDIA and Arm successively launched standalone CPU rack products, highlighting the growing importance of CPUs in AI data centers.
• Market demand is undergoing structural shifts amid tight CPU supply conditions.
• Intel and AMD plan to raise prices by end of Q1, drawing significant market attention.
• Report analyzes three core areas: importance of CPUs in Agentic AI applications, competitive landscape of CPU market, and business opportunities in back-end CPU design services.
• Key objectives include clarifying CPU demand drivers amid rapid Agentic AI growth, understanding competitive dynamics among vendors, and identifying emerging potential opportunities.

Table of Contents

1. Importance of CPUs in Agentic AI Applications

• Table 1: Comparison Between CPUs and GPUs
• Figure 1: Role of CPU under Operation of Agentic Inference
• Figure 2: Reinforcement Learning
• Figure 3: Agentic RL
• Figure 4: Role of CPUs in RL
• Figure 5: Changes to CPU:GPU Ratio among Agentic AI Applications
• Figure 6: Shipment of AI and General Servers between 2025 and 2026

2. Competitive Landscape of the CPU Market in 2026

• Table 2: Roadmap of CPUs between 2023 and 2027
• Figure 7: Server CPU Market Share by Architecture: x86 vs. Arm (2022–2026)
• Figure 8: x86 Server CPU Market Share by Supplier: Intel vs. AMD (2020–2025)
• Figure 9: Intel’s Xeon 6+(Clearwater Forest)
• Figure 10: AMD’s EPYC Venice
• Figure 11: NVIDIA’s Vera CPU
• Figure 12: NVIDIA’s Vera CPU Rack
• Figure 13: Arm’s AGI CPU
• Figure 14: Arm’s AGI CPU Rack
• Figure 15: Ampere’s AmpereOne
• Figure 16: AWS’s Graviton5
• Figure 17: Overview of Core/Thread Counts for Major CPU Offerings in 2026

3. Opportunities in CPU Back-End Design Services

• Table 3: Anticipated Projects for ASIC Design Service Providers (2026-2028)

4. TRI’s View