Speaking on the company's earnings call, CFO David Zinsner said Intel now sees CPU and GPU deployments nearing parity on a unit basis. His comments reflect Intel's view that AI workloads are shifting beyond model training. "As AI expands from training to inference and increasingly to agentic and multi-agent systems, general purpose server CPU density continues to increase," he said. "Our core server CPU franchise is growing faster than ever." Demand for GPU-powered AI training remains strong, particularly as companies continue building larger and more capable models.