Ben Bajarin(@BenBajarin):Talking with friendlies who run infra about inference compute environments and certainly true we need more GPUs but inline with our estimates we DEF need more CPUs. When you see how much a CPU can bottleneck a GPU during inference it’s eye opening.

Ben Bajarin

@BenBajarin

CEO & Principal Analyst @creativestrat. Full-stack tech analysis from semis to software. Advisor to industry leaders. Technologist at heart. Keeper of Bees.

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Ben Bajarin@BenBajarin

2026.09.04 15:36

Talking with friendlies who run infra about inference compute environments and certainly true we need more GPUs but inline with our estimates we DEF need more CPUs. When you see how much a CPU can bottleneck a GPU during inference it’s eye opening.