CPU

“I don't think of an LLM as an operating system. I think an LLM is much more like a CPU, right? It's an information processing unit.”

“I do think CPUs are generally aging better than GPUs so I think it's worth taking a look at the speed of GPU development versus CPU development, and we may see those things end up in slightly different places.”

“We are currently in what seems like a little bit of a CPU crunch. Intel can't make CPUs fast enough.”

“Agents need CPUs. You need to fill the GPUs constantly with new data and tasks. Also, all of the agents use CPUs to make web queries, search the web, run Python, spin up web servers, interact with anything.”

“AI agents need more CPUs. The ARM CEO talked about four times more CPU quarter cores versus last year's kind of AI infrastructure model. So we're gonna see this massive Demand for CPUs that people aren't really understanding it. Because AI agents, the whole th…”