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
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…”
Feb 29, 2024 neutral
Feb 29, 2024 neutral
Apr 4, 2024 neutral
Aug 7, 2025 bullish
Jun 18, 2026 bullish
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.”
Sep 3, 2026 bullish
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…”