Jamin Ball(@jaminball):Next up on First Pass: A conversation with @adijayaprakash from @useblacksmith Everyone knows about the GPU crunch, but the CPU crunch is getting equally painful. In this episode we talk about the nuances of CPU clouds and how agents are driving a surge of CPU demand

Jamin Ball

@jaminball

Partner at Altimeter Capital. Dad to 4 amazing kids. No investment advice, all views personal

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Jamin Ball@jaminball

2026.09.17 15:29

Next up on First Pass: A conversation with @adijayaprakash from @useblacksmith Everyone knows about the GPU crunch, but the CPU crunch is getting equally painful. In this episode we talk about the nuances of CPU clouds and how agents are driving a surge of CPU demand