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.Reiner Pope explains the difference between a CPU and a GPU. A huge chunk of a CPU die is actually just predicting what code will run next. GPUs strip this out, which is part of why they can fit so much more compute on the chip.

62,507 görüntüleme • 1 ay önce •via X (Twitter)

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Microsoft sold every spare CPU it had to Anthropic and OpenAI. Amazon tripled its CPU buys year over year and still can't keep up. Two of AWS's biggest customers asked Andy Jassy if they could buy the entire 2026 production run of Graviton chips. He said no. The ratio inside an AI datacenter used to be 100 megawatts of GPUs to 1 megawatt of CPUs. CPUs handled storage, checkpointing, pre-processing. Light work. GPUs did the actual training and inference. Then OpenAI shipped o1-preview in September 2024. RL post-training went from "check the model output with a regex" to "run classifiers" to "compile the code and run the unit tests" to "spin up a sandbox, call three databases, run a physics simulation, verify the answer." Every rollout now needs a CPU-backed environment to verify against. Codex 5.4 runs agentically for 6-7 hours at a time. Each database call, each cron job, each scraped URL is CPU work. Coding agent revenue went from a couple billion to north of $10B in six months. That compute is sitting on CPUs. The CPU to GPU ratio is now approaching 1:1. The entire global cloud was built for 1:8. That's why GitHub has been unstable for weeks. Nvidia and Arm both announced they're entering the server CPU market in March. TSMC will only meet 80% of server CPU wafer demand this year. High-end server CPU prices are already up 50%. When the GPU king and the IP licensor both pivot to CPUs in the same month, the boring chip isn't boring anymore.

Aakash Gupta

290,560 görüntüleme • 2 ay önce