CPU

also referred to as: cpus

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement May 14, 2026 by Ivan Borzin · across every show →

Everything said about CPU, oldest first

May 14, 2026 bearish

Prediction Held up

Burazin: AI agent scale creates high probability of impending CPU shortages

“I don't know it goes to the extreme to where GPUs are because that is very, very, very extreme. But it is quite highly, high probability that there will be shortages of CPUs going forward.”

Ivan Borzin May 14, 2026 ▶ 1:02:36 The Agent Harness: Building Secure Sandboxes for Autonomous AI Workloads

May 14, 2026

Assertion Supported

Burazin: CPU is the most expensive AI sandbox compute resource

“The most expensive thing is the CPU. Second, the RAM. This is almost free. It's very inexpensive.”

Ivan Borzin May 14, 2026 ▶ 50:27 The Agent Harness: Building Secure Sandboxes for Autonomous AI Workloads

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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CPU

Everything said about CPU, oldest first

Turn any episode into a week of clips.