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Enterprises need to think beyond GPUs for agentic AI, analysts say
The ongoing shift from generative AI (genAI) to agentic AI provides an opportunity for enterprises to move to more nimble and less expensive forms of computing, according to analysts.
Early AI models were largely built on expensive GPUs from Nvidia and AMD that offered raw processing power. But newer agentic AI tools, rooted in business process and workflow management, can run on more efficient, cost-effective hardware.
As a result, IT decision-makers who still think they require GPUs for anything AI-related need to reconsider their hardware options in terms of both cost and capabilities, analysts said.
“A better way of thinking about this is the cost of AI compute and now agentic AI platform services or systems,” said Leonard Lee, principal analyst at Next Curve. “’AI computing’ or ‘accelerated computing’ has clearly transcended the GPU as an inference accelerator.”
The new hardware options include CPUs and specialized AI chips, also known as ASICs in semiconductor parlance. Although these chips have been around for years, they are now showing real utility as agentic AI goes mainstream.
For one, the CPU — the main chip in any computer — is seeing something of a revival. “The CPU is reinserting itself as the indispensable foundation of the AI era. The CPU now serves as the orchestration layer and critical control plane for the entire AI stack,” Lee said.
CPUs are both power efficient and well-suited for AI on the edge, although specialized low-power chips are more capable depending on the task, said Jim McGregor, principal analyst at Tirias Research. “It will still be more efficient to use an ASIC instead of a CPU, and in most cases it will be less expensive over the life of a platform,” he said.
The growth of inference provides an opening for optimized AI accelerators, which can handle those jobs more efficiently than GPUs, said Mike Feibus, principal analyst at FeibusTech. “…The relative importance of [the] CPU is rising.”
Nvidia — sensing that it needed a low-power chip beyond its power-hungry GPUs — has already introduced an ASIC for inferencing in its hardware stack. And it recently licensed AI chip technology from Groq for $20 billion.
Because Agentic AI involves a different computing model than genAI training on GPUs, enterprises need to consider the hardware options and pricing models available through cloud providers. “It’s more about model management than about model building — and the CPU is critical in providing workflow management,” said Jack Gold, principal analyst at J. Gold Associates.
Pricing variations continue to be an issue. Straight CPU compute is not billed the same as heavy GPU use, making it difficult to nail down costs, Gold said. “GPUs in training use more electricity generically due to near 100% utilization in a training workload, whereas in general-purpose compute, servers and CPUs run more like 40% to 60% utilization,” he said. “But it’s highly variable depending on what the agent is doing.”
Gold predicts that 80% to 85% of AI workloads will move to inference in the next two to three years, especially as tools become more agentic. (Inference means moving away from GPUs, which are better used for training, to CPUs, which are more efficient for simpler AI tasks.)
“CPUs take on a major significance in making everything work. It’s why all the hyperscalers are now loading up on CPUs, not just GPUs,” Gold said.
Major cloud providers Google, Amazon and Microsoft , for instance, have their own CPUs and low-power ASICs for inferencing.
What looks at the moment like a resurgence in CPU demand is actually pointing to a larger issue: the growing complexity of AI infrastructure, said Gaurav Shah, vice president of business development and strategic partnerships at NeuReality.
The overhead around data movement, orchestration and networking is exploding, Shah said. “That’s what’s driving demand — not CPUs doing more AI, but systems struggling to keep up with AI,” Shah said.
Beyond enterprises, genAI companies, AI-native companies and neoclouds all will need to rethink their architecture. “The winners will be the architectures that deliver the most inference per watt, not the most cores per server,” Shah said.
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Fleet hopes to be the MDM provider for the AI Era
Fleet, the independent, open-source, multi-platform MDM service, recently announced its new partner program for VARs and MSPs serving enterprise customers and recruited MobileIron co-founder Suresh Batchu to serve on the company’s board. With those moves in mind, I caught up with company CEO Mike McNeil to find out more about the Fleet’s plans.
Given the company’s roots in open source, working with partners is a good way to enable it to support a variety of enterprise needs, with resellers and MSPs playing an active role in customizing the core solution for those requirements.
Fleet and the MacFleet is just as happy managing Macs as it is Linux systems and integrates well with existing tools — as long as they support open standards and APIs. This gives it a unique insight into Apple device adoption in the enterprise.
McNeil confirmed that both Apple and Linux systems are seeing rapid increases in deployment. “The new MacBook Neo is now cheaper than comparable PCs, so Apple adoption is increasing, but so are other OS options like desktop Linux,” he said. (Desktop Linux reached 3.16% market share in March, says StatCounter, while OS X hit 9.52% and Windows fell to 60.8%.)
That’s not to say migration to any platform is always easy. “I spoke to an IT director yesterday from a casino company whose team had bought a couple of Neos and tried enrolling them in Microsoft Intune, but gave up,” McNeil told me. This was because they hit an unrelated bug with their traditional MDM, didn’t have great diagnostics to work with, and the IT director then “assumed” that it must be because the Neo wouldn’t work for enterprise use. As it turns out, the issue was with the MDM, McNeil said.
“At Fleet, we’ve enrolled MacBook Neos ourselves with no problems, and seen customers do the same,” he said. “Enterprises are usually mixed OS environments, and [MDM] solutions limited to a single ecosystem, like Jamf that’s Apple only, are pretty restrictive.
Why partnerships matter“Enterprises are very particular, and they often operate in vastly different ways,” said McNeil. “For example, there are many, many ways to automatically make sure employees can get on to a Wi-Fi network or a VPN on their first day at work.”
Fleet, he said, works to balance needs between different parts of a company – infosec and IT, for example. “We optimize for baby steps, small iterations,” McNeil said, pointing out that new features are documented and explained as they are introduced.
“The first generation of device management was built for control and compliance,” said Batchu. “The next generation needs to be built for speed, automation, and how modern teams actually operate. Fleet is taking a fundamentally different approach with infrastructure as code and AI-driven workflows, and I’m excited to help shape that direction.
“In 2026, every company needs to do more with less. Budgets are shifting towards AI and innovation, forcing leaders to extract more value from existing infrastructure. Some IT estates have been around for 20, 30, 35 years, and organizational structures, technical debt, and even entire jobs exist just to keep the lights on. But when you suddenly go from patching monthly to patching in hours, something has got to give.”
He argued that the adoption of a partnership model should help companies move through digital transformation with Fleet while maintaining tight budgets. Partners can help train employees and better understand the context of company need.
It’s also about making sure things are usable. Citing the “Concur” effect, which he describes as a product designed to satisfy high-level stakeholder requirements rather than the needs of those actually using the software, McNeil says he has a “personal vendetta” against complexity in software design.
What will enterprises need?It’s a move to make every platform easy to manage using powerful tools optimized for the unique needs of customers. “By 2030, IT will need reliable infrastructure that works with the productivity and security tools they’re already using throughout their business.” IT and security teams won’t want separate platforms for each OS or function, and they’ll want to use chat to get projects started.
AI is a constant. At least one current Fleet customer now has tens of thousands of computers running AI agents and recently gave each of its employees a headless “claw” — a powerful AI agent based on OpenClaw, the free, open-source AI agent software that is accessed via remote computers.
Fleet helps IT recognize the use of shadow AI tools across the business, as well as tracking other app installs, licenses, and use. “So whether you want to find out who’s using the Claude app, who’s using shadow AI tools they shouldn’t be using, or just how many extra, expensive Bloomberg terminal licenses you’re paying for that aren’t actually getting used, you can do that in Fleet, right from your MDM.”
As McNeil sees it, the emerging AI services environment favors Linux for AI, with other platforms the province of human workers. “I don’t think we’ll see a world where most human users are running desktop Linux in five years, but I wouldn’t be surprised if Microsoft and Apple are neck and neck in the enterprise” by then,” he said.
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Sony’s Table-Tennis Robot Beat Elite Human Players With Unorthodox Moves
AI long ago surpassed humans at games like chess and Go. Now it’s powering robots that can challenge top athletes.
Peter Dürr could barely follow the table-tennis ball as it zoomed across the net, each strike’s trajectory designed to perplex the opponent. This was no ordinary match: Taira Mayuka, one of the top players in the world, was on one side—on the other, was a robot called Ace.
Mayuka launched a twisting smash that should have nailed a point. But in the blink of an eye, Ace answered with a return that kept the game alive. “Yes!” Dürr pumped his fist, knowing his team had engineered a historic moment for robotics.
Sony AI’s Ace is the latest autonomous system to be pitted against humans in a game. Since Deep Blue defeated chess champion Garry Kasparov in 1997, AI has trounced humans in Jeopardy, Go, StarCraft II, and car-racing simulations.
Ace has now taken these virtual victories into the real world.
Up against seven top human players, the AI-controlled robot arm beat three in multiple adrenaline-pumping games. Ace is an “important milestone,” wrote Carlos H. C. Ribeiro and Esther Colombini at the Aeronautics Institute of Technology and University of Campinas, respectively, who were not involved in the study.
Ace joins a humanoid robot that crushed the world record for a half marathon in Beijing last week. Neither project is focused on creating elite robotic athletes. Their main goal is to build next-generation autonomous machines that operate fluidly in the physical world.
“We wanted to prove that AI doesn’t just exist in virtual spaces,” Michael Spranger, president of Sony AI, said in a press release. “It’s not just tech you interact with in the virtual world—you can actually have a physical experience, and the technology is ready for that.”
Fast and FuriousRobots have come a long way. The clumsy, bumbling humanoids are gone, replaced by agile machines that can navigate all kinds of terrain. Autonomous vehicles once baffled by our roads now cruise the streets. Dexterous robotic arms are increasingly used for surgery, warehouse operations, or even delivering your lunch.
AI is a big part of that leap in capability. Robots are no longer strictly preprogrammed machines. They can now learn, adapt, make decisions, with generative AI models helping them understand what they’re looking at and, increasingly, how to interact with it. They’re a little less like yesterday’s rigid machines, and more like curious kids: Taking in a messy world, figuring it out, and getting better over time.
But compared to humans, robots still struggle to react on the fly, especially in fast-paced games like table tennis. The sport is a brutal mix of speed, perception, and precision. Players must read the ball and strike in a split second. There’s no margin for error. Too much power or the wrong angle, and the ball flies off the table. Too predictable, and you’ve likely handed your opponent the next point.
Professional players can smash shots up to 67 miles per hour and impart “a massive amount of spin on the ball,” exceeding 160 rotations a second, Dürr told Nature, making it tough for rookie humans and robots to react in time.
To Dürr, building a robot that could compete with elite human players was a “dream project” that “would challenge us to push the individual component technologies to their limits.”
Give Me Your Best ShotAce seamlessly fuses AI-based software and hardware.
For its eyes, the team placed cameras outside the court that could cover the entire playing area and track the ball’s position about 200 times per second. They also used an event-based image sensor to capture the ball’s spin. Together, these give the “robot the information it needs to anticipate where the ball is going to go, and plan how to hit it back,” said Dürr.
All that data feeds into multiple AI algorithms: Ace’s “brain.” One of these algorithms, borrowed from image processing, focuses on key parts of each frame to increase processing speed. Another, a deep reinforcement algorithm, learned to play table tennis in simulated matches. (Think student and coach: The model decides how to swing, where to aim, and how hard to hit. The “coach” gives feedback—good or bad—without demonstrating any moves.)
“So basically, we shoot a ball in simulation at our robot and let it do random things. At the beginning, it doesn’t know how to react…But eventually, it maybe be lucky enough to hit the ball back on the table,” said Dürr. And over countless iterations, it improves its play.
Expert players coached Ace too. In table tennis, the initial toss sets up the serve. Ace learned from human demonstrations adapted to its mechanics, so every toss follows the game’s rules.
After thousands of simulated hours, and with the help of yet another algorithm to weed out poor plays, the team built a library of realistic serves for Ace to draw upon.
The last component was the arm itself—and off-the-shelf didn’t work. “There’s nothing on the market that would let us play at the level we wanted to play,” said Dürr. So they built their own robot from the ground up. The lightweight, six-jointed arm can whip a racket at over 20 meters (roughly 66 feet) per second and react roughly 11 times faster than a person.
All assembled, Ace is a table-tennis powerhouse—but not unbeatable. Against five elite and two professional players, it dominated the less-experienced elites but fell to the pros. In the months since the team wrote up their results, the robot continued improving against top-tier competition.
Ace didn’t win by simply being faster than humans. Rather, it won by being inventive. It created different kinds of spins, varied its returns, and consistently landed the ball on target. When Olympic table-tennis player, Kinjiro Nakamura, watched Ace play, he was mesmerized by the robot’s unconventional moves. “No one else would have been able to do that. I didn’t think it was possible,” he said. But if a robot can pull it off, maybe humans can too.
For Colombini, who worked on soccer-playing robots, that kind of agility and improvisation is the real goal. Robots need to think on their feet and easily navigate the physical world to work safely with people. “I need the skills and the abilities of these robots, learned in these environments that are easy for us to see how they are evolving,” she said. “So, sports are just a proxy for what we want.”
The post Sony’s Table-Tennis Robot Beat Elite Human Players With Unorthodox Moves appeared first on SingularityHub.
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