Industry analysts predict that the shift toward enterprise AI agents will drive increased demand for server CPUs and GPUs from major suppliers including Intel, NVIDIA and AMD. This refocus is expected to benefit Intel’s CPU business as AI workloads expand beyond GPU-intensive tasks to include CPU-managed processes and orchestration. On March 31, OpenAI terminated its AI video generation tool Sora after internal evaluation failed to identify a viable path to revenue. The decision reallocates substantial GPU resources away from consumer-focused video generation toward developing agent-based AI services tailored for enterprise clients.