Nvidia GTC 2026 Puts Agentic AI and Surging CPU Demand in Focus

Agentic AI can continuously break down goals, invoke tools and coordinate multiple tasks, shifting data-center workloads from one-off model inference to prolonged, multistep computing. At GTC 2026, Nvidia is positioning the CPU as a critical hub for agentic systems, underscoring that AI infrastructure is no longer driven by GPUs alone. The shift is also influencing strategies for ASICs, memory and Taiwan's server supply chain.

Recent industry discussions indicate that agentic workloads require CPUs to handle scheduling, data processing and multi-agent coordination, prompting companies to accelerate deployments of high-performance data-center CPUs. The market is projected to double to $60 billion by 2030. Amid pressure to improve cost efficiency and overcome the “memory wall,” the possibility of deeper cooperation between Nvidia and Intel—and renewed CPU supply constraints—will be key themes to watch at GTC 2026.