
From GPU-Centric to Balanced Compute: Why AI Is Squeezing the CPU Supply Chain The roundup consensus is blunt: AI’s center of gravity has shifted CPU demand from a supporting role to a frontline constraint, compressing the GPU-to-CPU ratio from roughly 8:1 to 4:1 and moving toward 1:1 as orchestration grows heavier.Cloud architects describe “balanced compute” less as a target and










