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Current AI Computing Architecture Transformation:

1. Shift in Competitive Focus

Past: Competing on "who has more GPUs" (i.e., pure computing power stacking).

Present (AI Agent Era): Competing on "overall system efficiency."

2. Why Has CPU Become Important?

The Bottleneck: In the AI Agent era, complex task scheduling, logical reasoning, and action execution require extremely strong CPU computing power.

Barrel Effect: If CPU performance cannot keep up, even with many GPUs, the "command system" will be ineffective, causing GPUs to idle and wait.

3. Investment Logic

This wave of "computing power reconstruction" triggered by AI Agents may be the fundamental reason for a strong takeoff.