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Agentic AI starts with the CPU. As Satya Nadella highlighted when Microsoft announced Azure Cobalt 200 VMs in preview at #MSBuild, CPUs are foundational to this new era of AI. Built on Arm architecture, Cobalt 200 is another example of how Arm-based compute is powering what’s next for AI....

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Arm

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13,268 görüntüleme • 25 gün önce •via X (Twitter)

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The new Azure Cobalt 200 VMs were announced at #MicrosoftBuild, introducing a next generation ARM based CPU built for cloud native and agent workloads and expected over 50% better performance and meaningful gains in speed, latency, and throughput.
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Dylan Patel: “CPUs are sold out.” $INTC earnings and conference call confirmed the looming CPU shortage. There are three main drivers: - Agentic systems, as CPUs do the planning and orchestration. - Increasing complexity of and demand for reinforcement learning environments that run on CPUs. - Increasing deployment of AI instilled apps. Models run on GPUs but apps themselves run on CPUs. Demand for all these will grow secularly as AI systems will only get more agentic, RL environments will only get more complex, and deployment will only accelerate. As a result, GPU-to-CPU ratio in AI workloads will move from 1:8 to 1:2 or maybe even 1:1 in the future. CPU supercycle is about to start. $AMD $INTC $ARM
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Dylan Patel: “CPUs are sold out.” $INTC earnings and conference call confirmed the looming CPU shortage. There are three main drivers: - Agentic systems, as CPUs do the planning and orchestration. - Increasing complexity of and demand for reinforcement learning environments that run on CPUs. - Increasing deployment of AI instilled apps. Models run on GPUs but apps themselves run on CPUs. Demand for all these will grow secularly as AI systems will only get more agentic, RL environments will only get more complex, and deployment will only accelerate. As a result, GPU-to-CPU ratio in AI workloads will move from 1:8 to 1:2 or maybe even 1:1 in the future. CPU supercycle is about to start. $AMD $INTC $ARM

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3:41

Jensen Huang just identified the next $200 billion market (Save this). The shift starts with a observation about agentic AI that changes everything about infrastructure. In the era of training and inference, the GPU was everything while CPU was a traffic cop, scheduling work, managing memory, dispatching tasks while the GPU did the heavy lifting. Agentic AI breaks that model entirely. An AI agent does not just run a single inference pass but rather it plans, calls tools, executes code in sandboxes, retrieves data from multiple sources and loops through complex multi-step reasoning sequences often thousands of times per second at scale. Every one of those operations runs through the CPU and the GPU sits idle waiting for the CPU to prepare the next task, supply the right context and execute the retrieval and tool calling logic fast enough to keep the accelerators fed. The CPU is now the conductor and the GPU is the orchestra and the bottleneck is the conductor falling behind. This is showing up in production AI factory utilization right now, which is exactly why Jensen built Vera from scratch rather than licensing x86. Vera achieves 40% lower peak memory latency than x86, 50% faster core to core communication, and 1.8 times the agentic sandbox performance of current x86 processors on a purpose-built architecture designed around the agentic loop. Now here is where the investment thesis gets interesting. The obvious beneficiary is Nvidia itself, and that thesis is real. Nvidia's CFO has guided for nearly $20 billion in Vera CPU revenue this fiscal year alone, a market Nvidia had zero presence in just three years ago. Intel held 60% of server CPU market share as recently as Q4 2025 and that transition is now happening at a pace Intel structurally cannot respond to. But the deeper question is, what architecture is Vera actually built on? Vera's Olympus cores are ARM compatible and every single Vera CPU deployed in every Vera Rubin rack in every data center in the world runs on ARM architecture. And ARM Holdings collects a royalty on every one of them. ARM does not make chips but rather licenses the instruction set architecture and CPU core designs that others build on top of. Every time Nvidia ships a Vera CPU, every time a hyperscaler deploys a Vera Rubin rack, every time an enterprise qualifies Vera for their AI factory, ARM earns a royalty. The secular tailwind here is almost perfectly constructed for ARM's business model. Amazon's Graviton, Microsoft's Cobalt, Google's Axion, Apple's silicon stack, and Qualcomm's data center push all run on ARM. And now Nvidia's Vera, which is projected to displace Intel as the largest server CPU supplier by revenue in a single fiscal year, is ARM. ARM's royalty rate on high end server chips is estimated at roughly 1 to 2% of chip selling price. At $5,000 per Vera CPU and 4 million units projected for FY2027, that is a royalty line growing from near zero to potentially $400 million to $800 million annually from Nvidia's data center CPU business alone before counting Amazon, Microsoft, Google, Apple, and Qualcomm. The total ARM addressable royalty base across all the silicon it already licenses is compounding at a rate that the current $130 billion market cap does not fully reflect. Jensen's CPU thesis is the most underappreciated catalyst in ARM's fundamental story, and the royalty compounding has barely started. Come join Milk Road Pro and get our full ARM royalty model and our entire AI trade thesis. Link below!

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Microsoft just revealed its next big AI bets at Build 2025. I sat down with Microsoft CEO Satya Nadella to unpack: -Microsoft’s vision for the “agentic web” -Why your next job might be AI agent manager -What happens when 95% of code is AI-generated Timestamps: 0:00 Building the new agentic web 2:56 Becoming an “agent manager” 4:46 Advice for knowledge workers 7:35 What if 95% code is AI-generated 10:06 Where domain-specific agents excel 11:55 Restructuring around agents 14:14 Upskilling orgs with AI skills 17:14 Proactive AI agent use cases 19:14 Where agents create most value first

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How will Intel empower the next era of AI? Building the best CPU cores in the world is just the start. Watch Lip-Bu Tan's keynote at COMPUTEX 2026:

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ARM launches AI chip, marking their first full chip, and Europe's answer to an increased demand in AI. Called AGI-CPU, it will be manufactured at 3nm scale, and be optimised for agentic AI. Set to provide billions in extra revenue, companies such as SAP are buying the chip!
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ARM launches AI chip, marking their first full chip, and Europe's answer to an increased demand in AI. Called AGI-CPU, it will be manufactured at 3nm scale, and be optimised for agentic AI. Set to provide billions in extra revenue, companies such as SAP are buying the chip!

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AMD (AMD) CTO Mark Papermaster (Mark Papermaster) says the AI industry is underestimating what's coming next.. "People don't even understand how transformational agentic AI is." As AI agents become mainstream, he says the compute stack is also making a big shift: "The ratio of CPU to GPU is becoming like one-to-one." AMD is already using thousands of AI sub-agents to design its next generation of chips, and Papermaster believes we're "just at the early stages" of what's coming next.
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AMD (AMD) CTO Mark Papermaster (Mark Papermaster) says the AI industry is underestimating what's coming next.. "People don't even understand how transformational agentic AI is." As AI agents become mainstream, he says the compute stack is also making a big shift: "The ratio of CPU to GPU is becoming like one-to-one." AMD is already using thousands of AI sub-agents to design its next generation of chips, and Papermaster believes we're "just at the early stages" of what's coming next.

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