GPUs changed the equation of enterprise compute. AMD and Dell say agentic AI is flipping the math once again

As enterprises graduate from AI experimentation to production-scale agentic deployments, the infrastructure assumptions of the chatbot era are rapidly giving way to a more distributed and cost-conscious hybrid AI architecture.

The shift is playing out in real time, with the AI factory emerging as the central organizing principle for rearchitecting enterprise compute.

Token economics, data gravity […]

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