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CPU stocks are catching a bid on Liquid this weekend
I am expecting new ATHs for $AMD this week
I will be looking for lotto calls on Monday. $600 will be here soon.
And $1000 soon after
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CPUs are probably going to start disappearing soon just like GPUs have
If you want to buy a computer, probably best to buy it soon
CPU vs. GPU: Which handles large-scale analytics better?
Watch @gethackteam and William Hill put GPU-accelerated Presto to work on a 179-million-row dataset, then learn how to configure the environment yourself:
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CPU-to-GPU ratios in AI deployments, per Intel and AMD's Q1 2026 calls:
Training: 1 CPU per 7-8 GPUs
Inference: 1 CPU per 3-4 GPUs
Agentic workloads: approaching 1 CPU per GPU
RIP CPU bears 😜
The CPU-to-GPU ratio rumors are moving markets
Agents are changing the game
Muse is already the most successful agent product
Retail is now adopting agents after enterprise. The long-tail adoption is happening before our eyes
$AMD and $INTC have gold in their hands
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With CPU discussions taking over my X timeline, I put together a map of Taiwanese companies tied to the Big Three CPU ecosystems—and where each one sits in the supply chain.
The focus here is server CPUs: the companies making the silicon, packaging it, mounting it onto motherboards, and building the systems around it.
The CPU trade doesn’t stop at $ARM, $AMD and $INTC
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A CPU used to draw ~150 watts. Today's GPUs can push 3,000. ⚡
That's a 20x increase in power demand at the chip.
Flex's Chris Butler explains why meeting it means rethinking power delivery from the utility entrance to the chip.
▶️ Watch:
#InfrastructureForward#
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"The CPU to GPU ratio is now almost in parity and could eventually even skew more to CPUs on a unit basis" - $INTC
