GPU Coherency, Not ISA, Determines AI Infrastructure Value

As AI workloads increasingly center on GPU-accelerated computation, the traditional x86 versus Arm debate loses relevance. What truly matters is the coherent link between CPU and GPU—technologies like NVLink that enable shared memory at scale. This fundamental shift weakens x86's historical lock-in while elevating Arm-based processors and signaling a reordering of datacenter priorities away from ISA choice toward accelerator integration.