CPU demand is going to go bananas And it's not just about AI agents It's about physical AI Welcome to the orchestration layer Up until now, humanoid robots have depended on their onboard compute, or what you could call individualized intelligence That's akin to a single chatbot Just as we've moved from individual chatbots to swarms of AI agents, the next phase will be about large-scale robotic coordination Imagine a factory where robots independently negotiate tasks, coordinate movements, share information and adapt production schedules That creates demand for computing infrastructure beyond the processors installed inside individual robots Now, you might think: we already have millions of warehouse robots, and they've barely made a dent in CPU demand That's true, but that's because today's robots perform a very limited set of predefined tasks in structured environments, with no capacity to adapt That's conventional fleet orchestration The next wave of technology is AI-agent orchestration at the physical layer In these next-generation systems, an AI receives a complex objective, develops a plan, delegates tasks to other robots, evaluates their results and modifies the plan as circumstances change, while each robot must individually adapt to its environment That's millions of times more complex than what we have today, requiring inference capacity orders of magnitude higher The result? It wouldn't change the compute per robot, but it would require a CPU-heavy centralized brain to coordinate these deployments

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

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:

CPU TAM of $220B in 2030, 50% CAGR. Aligns with our forecast. At first sight AMD assumes here an agentic CPU/Accelerator ratio easily exceeding 1x, while host CPU to accelerator ratio looks more stable in back-end of the decade. $AMD

Server CPU shipments are forecast to increase 31% YoY in 2026, accelerating to more than 40% growth in 2027 fueled by growth in inference workloads and increased agentic AI adoption, per TrendForce. $NVDA $AMD $INTC $ARM

AI CPUs: An $11.5B Wafer-Revenue Opportunity Morgan Stanley's 2027 model puts two CPU platforms at $11.52B in potential foundry wafer revenue: • $NVDA Vera: 5.75M CPUs → $6.23B • $AMD Venice: 4.41M CPUs → $5.29B Together, that's roughly 21% of MS's $55.23B modeled AI-compute wafer revenue pool. The read-through for $TSM: CPUs could become another engine of advanced-node manufacturing demand as AI infrastructure scales. These are MS estimates for wafer revenue, not NVIDIA or AMD CPU product sales or company guidance. Platform adoption, production volumes and wafer pricing will determine how much of the opportunity materializes. CPU Supercycle Introduction on Substack: