AI is different. Those servers are set up to run AI jobs & nothing else. That’s still a small fraction of overall cloud machines at the moment. Even if in volum

AI is different. Those servers are set up to run AI jobs & nothing else. That’s still a small fraction of overall cloud machines at the moment. Even if in volume they overtake, that’s just because of the huge surge in demand for AI * the compute requirements associated with it eclipsing the compute requirements for “traditional” cloud compute that is used to keep businesses running. I don’t think you’ll see GPUs running things like databases or the Linux kernel. GPUs may even come with embedded ARM CPUs to run the kernel & only run AI tasks as part of the package as a cost reduction, but I think that’ll take a very long time because you have to figure out how to do cotenancy. It’ll depend on if the CPU remains a huge unnecessary cost for AI servers. I doubt that GPUs will get much better at sequential tasks because it’s an essential programming tradeoff (e.g. it’s the same reason you don’t see everything written in SIMD as SIMD is much closer to GPU-style programming than the more general sequential style)