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According to a research report released by CITIC Securities, the advent of Agent technology is poised to substantially elevate the demand for CPUs and catalyze a reassessment of CPU value. In an optimistic scenario, the ratio of CPU to GPU utilization is projected to soar to 8:1. The long-term market size for CPUs is anticipated to exceed a staggering US$2 trillion, eclipsing the current GPU market. The year 2026 will mark a pivotal moment for the accelerated adoption of domestic CPUs, with their penetration rate in the domestic commercial market expected to surge from single-digit to double-digit figures. Investors are advised to keep a close watch on leading domestic CPU and GPU manufacturers, as well as super-node frontrunners within the relevant industrial chain.
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