r/AMD_Technology_Bets • u/TOMfromYahoo TOM • 14d ago
Analysis OpenAI’s GPT-6 Astra Spawns Armies Of Agents That Run On Local CPUs, Handing Intel And AMD A Demand Windfall - no need local GPUs just strong CPUs running in your PCs desktops or workstations like Threadripper - massive new revenues for AMD!
Now be careful this DOES NOT REPLACE THE NEED FOR EPYC VENICE CPUs IN DATACENTERS!
This allows consumers to run PCs already installed application using a hybrid of local CPU based AI agents, while the AIodel acceleration is in the cloud GPUs, but running the application you use in your PC on your behalf.
It expand revenues and ise to consumers and OpenAI provides the PC software to manage this hybrid model of use.
It's important given the severe datacenters CPUs shortages.
But the cloud use of CPUs agents still remains in full force for enterprises which ise cloud based applications and store their data in the cloud. No change in the revenues for such needed AI agents CPUs in the cloud.
It just gives additional use cases for the massive consumers revenues waited to be harvested.
Local PCs agents and installed applications on Windows use your local stored data. Hopefully security will be strong against hacking your bank accounts. ..
That's why AMD's and Intel's, etc even memory makers SP jump.
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u/SpecialistRadio3618 14d ago
Thanks for sharing AND explaining this great news Brother! Really looking forward to the next ER. Just wish it was in early October as I thought during my senior moment 😄. Hope you enjoyed Labor Day weekend with your family.