In Agentic AI, memory is not just storage but a mechanism for continuity. An AI agent that remembers a user's preferences, history, and context becomes increasingly personalized over time, making it difficult for users to switch to competing services.
The current AI boom focuses on GPUs for "thinking" (Gen AI). The next phase, "Agentic AI" for "doing," will rely heavily on CPUs for task orchestration and memory for context, creating new investment opportunities in this previously overshadowed hardware.
Current Generative AI acts as a passive co-pilot, responding to prompts for single tasks. The emerging 'Agentic AI' is an active autopilot, capable of planning and executing multi-step workflows across different tools, fundamentally changing how complex work is accomplished.