> be intel
>spend ten years getting clowned cuz the rack is all GPU
> xeon is the chip that boots the box and then sits there
> agents drop
> not one prompt. 20 tool loops
> instinct hits 100k users
> muse ships
> muse: 1 linux vm per user
> browser + shell + cron + sub-agents
> free = 100m tokens / week
> $20 = 500m
> $100 = 3b
> GPU still runs the model
> CPU still runs the age
> GPU doing overtime
> still needs a babysitter
> babysitter = cpu
> every lab that bought blackwells now wants a pile of hosts too
> Tan on a splunk stage like
> "yeah we can fill about half of you lmao"
> CEO groupchat going “send boxes”
> memory also 5-7x in the same breath
> Q2 server already brrr
> xeon 6 actually shipping
> timeline still posting GPUs
> CPUs joined the chat anyway
> AMD already in the replies
> no dimms / no watts = no rack
> so either agents stay on and Intel prints hosts for 2 years
> or this was just rationing copypasta
$INTC
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$INTC Lip-Bu Tan admits Intel can fill only half its CPU orders and apologizes when CEOs call him
"Yeah, I think inferencing is very important. When you want to drive some of this reinforced learning, and also in terms of agentic AI, CPU is the best."
"GPU is very good for training, but CPU is really good for orchestration, control plane, and driving some of this even single thread rather than multi-thread has become very useful."
"It happened that I invest quite a few companies in the frontier model. They all tell me that, 'Lip-Bu, we need more CPU.'"
"So good news is, right now, sometimes in life you need some help. And so the help that come to me is that CPU is so high demand, I only can provide 50% of what the customer want. So many CEO call me up, I had to apologize, I'm not manufacturing enough for them."
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