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Tweets including CPU
Interviewer: CPU usage jumps to 100% every night at 3:17 AM. No cron jobs, deployments or traffic spike.
What are you checking first?
Me: My bank account to see if the last month's salary was credited and My LinkedIn to see who's hiring, then I'm on sick leave for next 1 year.
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The agentic CPU, as a specific product, will evolve over this year. It's possible much of what we know now will be out of date in six months. That said...
This was a stab at detailing the market and TAM size from mid-March.
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According to GFHK:
- NVIDIA’s Vera CPU rack has already secured Alibaba, CoreWeave, Meta, and Oracle as early adoption customers.
- Qualcomm’s data center CPU is expected to ship in 2028, and Qualcomm is also developing scale-out switches and connectivity silicon for rack-level solutions.
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Deutsche Börse Group successfully migrated thousands of CPU cores and mission-critical applications to Google Cloud—achieving a 33% lower TCO.
Discover how this exchange leader exited two on-premises data centers and increased release velocity ninefold →
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Base GB200 NVL72 is 2 GPUs per CPU.
Meta's custom Catalina NVL72,
➡️shown almost than a year ago at a public event,
is 1:1.
Some of y'all just missed the reason why, I guess.
Great estimate
I personally believe that CPU for agentic AI will cross 50% of the total market by 2030
Ben estimates 62% CAGR for agentic CPUs
The agentic CPU, as a specific product, will evolve over this year. It's possible much of what we know now will be out of date in six months. That said...
This was a stab at detailing the market and TAM size from mid-March.
Show more
SITUATION DETECTED: Nvidia has delivered its first Vera CPUs to Anthropic, OpenAI, and SpaceXAI.
The chip is designed specifically for agentic AI workloads.
Converts human motion to humanoid robot poses in real-time on CPU
A $EQM GPU mining client can be expected soon.
GPUs provide a much better hash rate than CPUs.
This will be shipped and iterated on live as I do not have the GPUs to test on a wide variety. Your feedback on this will be much appreciated.
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🎥 catch me rapping with @clawdbotatg: live building with the lobster!