Penguin Solutions' CEO, Kash Shaikh, noted during recent earnings calls that agentic AI deployments are expanding infrastructure requirements across the full AI data center technology stack. Demand is increasing for general-purpose compute, including CPUs, as well as memory, storage, and networking, in addition to GPUs and HBM.
Agentic AI is driving demand for general-purpose CPUs and standard DRAM, broadening the AI infrastructure bottleneck beyond just GPUs and HBM.