agentic AI

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 23, 2026 by Andrew Feldman · across every show →

Everything said about agentic AI, oldest first

Jul 23, 2026 bullish
Assertion Not checkable as stated
Feldman: Agentic AI workflows are driving CPU demand through the roof
“And so, as we do more and more AI work, and more and more agentic work, we're making more and more calls to CPUs, and therefore the demand for CPUs is through the roof.”
Andrew Feldman Jul 23, 2026 ▶ 25:16 Cerebras CEO: Why GPUs Can't Do Fast Inference
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