CPU
also referred to as: cpus
10 statements across 9 episodes · 2 bullish · 2 bearish · 9 people on the record · first statement Oct 18, 2024 by Drew Houston · across every show →
Everything said about CPU, oldest first
Oct 18, 2024 positive
Houston: Humans should act as CPUs orchestrating AI systems like GPUs
“Right now we have, like, the human CPU doing a lot of, you know, silicon CPU tasks, and so you really have to, like, redesign the work thoughtfully such that, you know, probably not that different from how it's evolved in computer architecture, where the CPU i…”
Oct 19, 2024 neutral
Apr 11, 2025
Conrad: Incremental GPUs always drive model performance and revenue, unlike CPUs
“Gusto isn't going to make like, you know, five percent more money. They're going to make zero, like literally zero money from every incremental GPU or CPU after a certain point. This is not the case for anyone who is training models. And it's not the case for …”
Jun 13, 2025
CPU latency in KV cache management bottlenecks GPU utilization
“Like your eviction policy runs on a CPU. Like that radix hashing algorithm and block hashing and all that stuff happens like primarily CPU. That's really important for performance because if you have latency in these steps, like you're not keeping your GPU uti…”
Jul 28, 2025 neutral
Mohan: GPU container sharing limitations leave hardware heavily idle
“For most people, one of the things about CPUs that's really nice is with containers, right? You can end up having a single node and you can place many containers on them and all the containers will slowly start eating the compute. It's not really the same with…”
Feb 24, 2026 bearish
O'Laughlin: Tech industry may face a CPU shortage from AI coding and RL
“You feel like we might actually be seeing a CPU shortage partially because of this refresh cycle, but partially also because like I legitimately believe the cloud code Cloud code is increasing software creation and then on top of that, there is real demand fro…”
May 21, 2026 neutral
Burazin: CPU environments must spin up instantly to prevent costly GPU idle time
“The reason why a lot of people come to us is because GPUs are more expensive than CPUs, right? So you want your GPU running at what? A hundred percent the entire time. And so when you're running runs on CPUs, when the CPU cycle is like down and spinning up the…”
May 21, 2026 bearish
Burazin: CPUs Will Become the Next Critical Bottleneck for AI Agents
“You will get to the point, and Dylan Patel was at the conference talking about, from Semi-Analysis that talks usually about GPUs, was also talking about how CPUs will now be a bottleneck because it will be the constraint. You won't be able to grow, or we won't…”
May 24, 2026 positive
Gemma 4 E2B loads only 2B of 5B parameters into GPU
“So the GEMA for model is a E to B. That means that it effectively has two billion parameters loaded into the GPU. It actually has almost five billion parameters, but those three billion parameters can be in the CPU, they can be in the disk, which means that yo…”
Aug 26, 2026 neutral
Lean faces CPU-bound scalability limits for verifying large neural networks
“So lean still has a lot of shortcomings there. It's CPU based and you know, it's not, Like, getting that onto the GPU has a lot of nuances there. So, you know, a lot of work needs to be done. So what we've started with is a framework, you know, making that mor…”