CPU

also referred to as: cpus

7 statements across 6 episodes · 4 bullish · 0 bearish · 6 people on the record · first statement Apr 25, 2023 by Jensen Huang · across every show →

Everything said about CPU, oldest first

Apr 25, 2023 bullish
Prediction Not checkable as stated
Huang: Someday all computing workloads will be accelerated
“We deeply believe that, that someday everything will be accelerated. And the reason for that is, is very clearly that, that the CPU will run its course. And there's a limit to how far you could scale general purpose computing and you'll always need it. You alw…”
Jensen Huang Apr 25, 2023 ▶ 28:50 No Priors Ep. 13 | With Jensen Huang, Founder & CEO of NVIDIA
Feb 29, 2024 neutral
Assertion Supported
Papermaster: Most non-LLM AI inferencing currently runs on general-purpose CPUs
“The fact is the bulk of inferencing done today is done on general purpose CPUs, not the huge LLM inferencing, but, you know, just general inferencing for AI applications.”
Mark Papermaster Feb 29, 2024 ▶ 11:27 No Priors Ep. 53 | With AMD CTO Mark Papermaster
Feb 29, 2024 neutral
Insight
Papermaster: Computing requires combined scalar CPU and parallel GPU architectures
“And to me, it was clear that the industry needed That powerful combination of the serial, the scalar competing of these traditional CPU workloads and the massive parallelization that you get from a GPU.”
Mark Papermaster Feb 29, 2024 ▶ 7:35 No Priors Ep. 53 | With AMD CTO Mark Papermaster
Apr 4, 2024 neutral
Disclosure
Adcock: Figure designs and builds everything in-house except battery cells, GPUs, CPUs
“Everything maybe besides like the battery cell and the GPU and CPU at this point, it feels like we've done what we're doing.”
Brett Adcock Apr 4, 2024 ▶ 21:20 No Priors Ep. 58 | The argument for humanoid robots with Brett Adcock from Figure
Aug 7, 2025 bullish
Prediction Not checkable as stated
Prince: GPUs will speed-run 30 years of CPU efficiency in ten years
“We're going to speed run the last 30 years of CPU efficiency gains. In, in the next, you know, five to 10 in, in GPUs.”
Matthew Prince Aug 7, 2025 ▶ 40:00 No Priors Ep. 126 | With Cloudfare CEO Matthew Prince
Jun 18, 2026 bullish
Assertion Not checkable as stated
Tan: AI inference is shifting CPU-to-GPU ratios toward 1:4 or 1:1
“Right now, the authentic AI and inference, CPU become, you know, highly in demand. And so, you know, versus one to eight in the training CPU to GPU, now I can see one to four, maybe one to one, and I'm delighted CPU become important.”
Lip-Bu Tan Jun 18, 2026 ▶ 5:31 Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
Sep 3, 2026 bullish
Prediction Not checkable as stated
Haas: Demand for CPUs Will Remain Huge Alongside AI Accelerators
“So until something's invented that says the CPU has gone away and we're now doing it through some other mechanism, which has yet been defined or invented. The CPU is gonna be doing just fine and there's gonna be a lot of demand for it, a ton of demand, in addi…”
Rene Haas Sep 3, 2026 ▶ 35:33 Redefining Chip Architecture with Arm CEO Rene Haas
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