AI Era Brings Explosive Opportunities for CPUs, Domestic CPUs Accelerate into Top CSPs, Focus on 'Twin Kings'

English summary

### AI Era Brings Explosive Opportunities for CPUs, Domestic CPUs Accelerate into Top CSPs, Focus on 'Twin Kings' Time: 2026-07-31 10:23:21 Content: Q: How does the development stage of CPU follow changes in downstream software and application requirements? A: From 2000 to before 2015, it was the era of single-core performance. At that time, under traditional IT architectures, traditional enterprise software such as ERP and CRM on the enterprise side valued single-threaded response speed more and did not create particularly high concurrency demands, so the core focus was on the performance of a single core. After 2017 and 2018, significant changes occurred. Internet giants spawned comprehensive demand for hyperscale cloud computing. Hardware needed to support thousands of microservices or Docker containers, and CPUs began to require extremely high concurrency density and power efficiency. During that stage, AMD used aggressive chiplet architecture innovation to achieve multi-core equality, and its share began to rise. ...