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When $NVDA talks about a $20B CPU opportunity, you should immediately think $ARM because Arm collects a royalty on every Vera CPU that ships. Its hyperscaler CPU share should keep climbing as the AI data center world gets more customized, more power-constrained and more workload-specific and that plays directly... show more

Shay Boloor

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87,755 次观看 • 2 个月前 •via X (Twitter)

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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!

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!

Milk Road AI

11,819 次观看 • 3 个月前

The exercise that most people have never even seen that can build your chest and pressing power the most It’s an exercise that has no home, no faction has made it famous. Allow me to share the benefits First, you actually already use this concept on other exercises. You barbell row, and you single arm row. Why wouldn’t you also barbell bench, and single arm bench? Second, most people would agree they have a stronger side. Usually the dominant arm is stronger. This exercise is great for ensuring you don’t have a large strength discrepancy on your arms, and if you do, this exercise can fix that for you. Single arm pressing is also going to train the core. A lot of people new to this exercise will actually report a lot of abdominal soreness, and you get this from bracing and stabilizing the load on one side and no load on the other. The weight creates a “sling” effect for the core. This is what makes single arm bench much different than just alternating bench. Lastly I think the triceps are trained much more directly than 2 arm variations which helps transfer to not only bench but overhead press as well

The exercise that most people have never even seen that can build your chest and pressing power the most It’s an exercise that has no home, no faction has made it famous. Allow me to share the benefits First, you actually already use this concept on other exercises. You barbell row, and you single arm row. Why wouldn’t you also barbell bench, and single arm bench? Second, most people would agree they have a stronger side. Usually the dominant arm is stronger. This exercise is great for ensuring you don’t have a large strength discrepancy on your arms, and if you do, this exercise can fix that for you. Single arm pressing is also going to train the core. A lot of people new to this exercise will actually report a lot of abdominal soreness, and you get this from bracing and stabilizing the load on one side and no load on the other. The weight creates a “sling” effect for the core. This is what makes single arm bench much different than just alternating bench. Lastly I think the triceps are trained much more directly than 2 arm variations which helps transfer to not only bench but overhead press as well

Official Strength Debates

11,641 次观看 • 3 个月前

Most C Programmers don't have a clue as to how the CPU works. Here is a lecture from my course on the C Language that introduces how to visualise the CPU as a C (or general software) Programmer.... More Details are at: Being able to model the behaviour of CPU provides a solid base to reason about your code. The summary is - - The CPU is a state machine which maintains it's states in registers. - It has busses to memory for requesting data/instruction read/writes. - Interrupts to attend to events. I discuss this and more in my course on the C Language.

Most C Programmers don't have a clue as to how the CPU works. Here is a lecture from my course on the C Language that introduces how to visualise the CPU as a C (or general software) Programmer.... More Details are at: Being able to model the behaviour of CPU provides a solid base to reason about your code. The summary is - - The CPU is a state machine which maintains it's states in registers. - It has busses to memory for requesting data/instruction read/writes. - Interrupts to attend to events. I discuss this and more in my course on the C Language.

Piyush Itankar

28,019 次观看 • 1 年前

More approachable,low-cost, practical dual-arm home robots are arriving US Nori Robotics just dropped the Nori L3 at $1,688. YC-backed, wheeled dual-arm platform aimed at everyday home tasks:fetching from the fridge, pouring a drink, loading dishes, folding clothes....20 DoF total, 1.5 kg payload per arm, 6–8 hours of battery. More important than the price is the teachability: train it at home via the Nori Lab app, then share skills on the marketplace. They’re treating it less like a finished product and more like a platform that improves with user data. In a market still waiting for truly affordable full-size bipeds, this kind of low-cost, trainable dual-arm form factor is going to keep looking practical for a while.

More approachable,low-cost, practical dual-arm home robots are arriving US Nori Robotics just dropped the Nori L3 at $1,688. YC-backed, wheeled dual-arm platform aimed at everyday home tasks:fetching from the fridge, pouring a drink, loading dishes, folding clothes....20 DoF total, 1.5 kg payload per arm, 6–8 hours of battery. More important than the price is the teachability: train it at home via the Nori Lab app, then share skills on the marketplace. They’re treating it less like a finished product and more like a platform that improves with user data. In a market still waiting for truly affordable full-size bipeds, this kind of low-cost, trainable dual-arm form factor is going to keep looking practical for a while.

CyberRobo

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SUPER Perfect Cell fires a death beam with the same power as the one that killed Trunks right at Vegeta and Gohan jumps in the way, with no barrier, and takes the shot, injuring and disabling his arm. This move is a DEATH move, and Gohan only lost an arm. That should tell you the vigor of SS2 Gohan in this arc. From DBZ #189 OBA CC 1080p

SUPER Perfect Cell fires a death beam with the same power as the one that killed Trunks right at Vegeta and Gohan jumps in the way, with no barrier, and takes the shot, injuring and disabling his arm. This move is a DEATH move, and Gohan only lost an arm. That should tell you the vigor of SS2 Gohan in this arc. From DBZ #189 OBA CC 1080p

Geekdom101

54,124 次观看 • 2 个月前

AMD CEO LISA SU JUST DOUBLED HER OWN CPU FORECAST IN 6 MONTHS In November, she told investors the CPU market would grow 18-20% per year through 2030. This morning she revised that number: "That rate is doubling. The CPU market may be over $120 billion by 2030, growing at over 35%." The driver: agents. Six months ago AMD modeled 1 CPU for every 4 to 8 GPUs in an AI data center. The new ratio is closer to 1 to 1. Su on CNBC: "Each of us could have 2 or 3 or even 5 or 10 agents doing work on our behalf. That means you need a lot more CPU compute."

AMD CEO LISA SU JUST DOUBLED HER OWN CPU FORECAST IN 6 MONTHS In November, she told investors the CPU market would grow 18-20% per year through 2030. This morning she revised that number: "That rate is doubling. The CPU market may be over $120 billion by 2030, growing at over 35%." The driver: agents. Six months ago AMD modeled 1 CPU for every 4 to 8 GPUs in an AI data center. The new ratio is closer to 1 to 1. Su on CNBC: "Each of us could have 2 or 3 or even 5 or 10 agents doing work on our behalf. That means you need a lot more CPU compute."

WOLF

88,438 次观看 • 4 个月前

AMD CEO Lisa Su just doubled her own CPU forecast in 6 months and the reason is one word, agents (Save this). In November, she told investors the CPU market would grow 18-20% per year through 2030. she just revised that number : "That rate is doubling. The CPU market may be over $120 billion by 2030, growing at over 35%." And here's what changed, six months ago AMD modeled 1 CPU for every 4 to 8 GPUs in an AI data center and now the new ratio is closer to 1 to 1. Because agents aren't passive and they don't wait for a question. They work constantly on behalf of every employee, every customer, every process running inside an enterprise. Each of us could have 2, 3, even 5 or 10 agents running at the same time and that's not just more GPU compute but rather a completely different CPU demand curve that nobody had modeled at this scale. And the earnings backed it up. AMD posted $10.3 billion in revenue for Q1, up 38% year over year. Data center revenue hit $5.8 billion, up 57%, free cash flow tripled to a record $2.6 billion and Q2 guidance came in at $11.2 billion, 46% growth year-over-year. The Milk Road Pro portfolio was built around exactly this thesis, that agentic AI would create a massive, underappreciated CPU demand cycle that the market was sleeping on. That position is now up nearly 100%, if you want the full thesis, check out Milk Road Pro, link in bio.

AMD CEO Lisa Su just doubled her own CPU forecast in 6 months and the reason is one word, agents (Save this). In November, she told investors the CPU market would grow 18-20% per year through 2030. she just revised that number : "That rate is doubling. The CPU market may be over $120 billion by 2030, growing at over 35%." And here's what changed, six months ago AMD modeled 1 CPU for every 4 to 8 GPUs in an AI data center and now the new ratio is closer to 1 to 1. Because agents aren't passive and they don't wait for a question. They work constantly on behalf of every employee, every customer, every process running inside an enterprise. Each of us could have 2, 3, even 5 or 10 agents running at the same time and that's not just more GPU compute but rather a completely different CPU demand curve that nobody had modeled at this scale. And the earnings backed it up. AMD posted $10.3 billion in revenue for Q1, up 38% year over year. Data center revenue hit $5.8 billion, up 57%, free cash flow tripled to a record $2.6 billion and Q2 guidance came in at $11.2 billion, 46% growth year-over-year. The Milk Road Pro portfolio was built around exactly this thesis, that agentic AI would create a massive, underappreciated CPU demand cycle that the market was sleeping on. That position is now up nearly 100%, if you want the full thesis, check out Milk Road Pro, link in bio.

Milk Road AI

13,241 次观看 • 4 个月前

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

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

Oguz Erkan

93,419 次观看 • 4 个月前

The bear case for Simpson at 13 to the Rams is pretty obvious. I'll give you a little bit of the bull case. Plays with great timing and a good enough arm. Lots of NFL throws on the film that will immediately translate to McVay's offense.

The bear case for Simpson at 13 to the Rams is pretty obvious. I'll give you a little bit of the bull case. Plays with great timing and a good enough arm. Lots of NFL throws on the film that will immediately translate to McVay's offense.

Benjamin Solak

32,247 次观看 • 4 个月前

THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $MU, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity | $AVGO, $MRVL, $ALAB, $CRDO, $AAOI, $ANET Connectivity determines whether AI clusters can move data fast enough because training runs span tens of thousands of chips that need to act like one machine. Once copper runs out of reach that causes the cluster depends on optics, retimers, switches and custom silicon to keep the system moving. • Power | $CEG, $VST, $GEV, $FPS, $VRT, $NVTS, $TLN, $ON Power determines whether new AI data centers can actually come online because the binding constraint is shifting from getting chips to getting megawatts so the value flows to the companies that control generation, grid equipment, power delivery, thermal management and efficiency. • Compute | $NBIS, $CIFR, $IREN, $APLD, $WULF, $CORZ, $CRWV Compute capacity is overflow layer when hyperscalers are sold out. Capital alone doesn't guarantee GPU access which is why buyers are signing multi-year contracts for clusters before they are even fully built. • CPU | $NVDA, $AMD, $INTC, $ARM, $QCOM On-device CPU (edge compute) becomes next bottleneck as AI moves into inference, agents, PCs, phones, vehicles and physical devices.

THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $MU, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity | $AVGO, $MRVL, $ALAB, $CRDO, $AAOI, $ANET Connectivity determines whether AI clusters can move data fast enough because training runs span tens of thousands of chips that need to act like one machine. Once copper runs out of reach that causes the cluster depends on optics, retimers, switches and custom silicon to keep the system moving. • Power | $CEG, $VST, $GEV, $FPS, $VRT, $NVTS, $TLN, $ON Power determines whether new AI data centers can actually come online because the binding constraint is shifting from getting chips to getting megawatts so the value flows to the companies that control generation, grid equipment, power delivery, thermal management and efficiency. • Compute | $NBIS, $CIFR, $IREN, $APLD, $WULF, $CORZ, $CRWV Compute capacity is overflow layer when hyperscalers are sold out. Capital alone doesn't guarantee GPU access which is why buyers are signing multi-year contracts for clusters before they are even fully built. • CPU | $NVDA, $AMD, $INTC, $ARM, $QCOM On-device CPU (edge compute) becomes next bottleneck as AI moves into inference, agents, PCs, phones, vehicles and physical devices.

Shay Boloor

109,467 次观看 • 2 个月前

Rene Haas just confirmed the Vera CPU thesis on yesterday’s Arm Q4 call. He didn’t mean to His framing: GPUs are reticle-limited. CPUs are not. The ratio shift is happening in core count, not chip count His exact words: “256 Vera CPU chips, 88 cores per chip, a 200-kilowatt liquid-cooled rack designed to sit in a data center adjacent to a Vera Rubin system” That is not a host CPU. That is a dedicated agentic orchestration Two days ago NVIDIA’s own engineers published the receipt. They traced a real 33-minute Claude Code session: 283 inference requests 58 main-agent turns coordinating 225 sub-agent invocations Context grew from 15K to 156K tokens before compaction dropped it to 20K Main agent alone processed ~3.5 million input tokens in the first 40 turns Anthropic’s own number: agentic systems consume up to 15x more tokens than chat. Coding agents sustain 95 to 98 percent prompt cache hit rates. Without caching, costs would be 6x higher This is what’s happening between GPU calls. File reads. Tool invocations. Sub-agent spawns. Compaction. KV cache management. None of it runs on the GPU That’s why 12,000 GPUs need 400,000 CPU cores. The 33-to-1 ratio isn’t a forecast. It’s a measurement NVIDIA states it in the blog directly: this won’t be resolved by adding more compute FLOPs and memory capacity Translation: the GPU-only path is exhausted. The agentic chapter requires a platform, not a chip Their seven-chip answer: Vera Rubin NVL72 —capacity and prefill Vera CPU — tool execution, KV cache offload Groq 3 LPX — SRAM-first decode, low-jitter generation NVLink 6, ConnectX-9, BlueField-4, Spectrum-X — fabric Result they claim: 400+ tokens per second per user on trillion-parameter MoE at 400K context. Vera spec: 88 Olympus cores, 176 threads, 1.8 TB/s NVLink-C2C, 1.2 TB/s LPDDR5X, 227 billion transistors. A 256-CPU rack delivers 45,056 threads and 400 TB of memory One detail nobody is talking about. The blog’s second author was previously Head of Agents at Groq. The third was previously at Groq Inc and Intel. NVIDIA didn’t license the LPX architecture. They absorbed the team that built it Haas isn’t pitching a competing thesis. He’s confirming this one from the other side of the table. Arm data center royalties doubled year-on-year. He expects them to double again Things feel slow right now because we’re between platforms. The speedup ships in H2 2026. The architectural argument is over. Deployment is the only variable left I cover this in The Quiet Architect and The Fourth Piece $arm $NVDA

Rene Haas just confirmed the Vera CPU thesis on yesterday’s Arm Q4 call. He didn’t mean to His framing: GPUs are reticle-limited. CPUs are not. The ratio shift is happening in core count, not chip count His exact words: “256 Vera CPU chips, 88 cores per chip, a 200-kilowatt liquid-cooled rack designed to sit in a data center adjacent to a Vera Rubin system” That is not a host CPU. That is a dedicated agentic orchestration Two days ago NVIDIA’s own engineers published the receipt. They traced a real 33-minute Claude Code session: 283 inference requests 58 main-agent turns coordinating 225 sub-agent invocations Context grew from 15K to 156K tokens before compaction dropped it to 20K Main agent alone processed ~3.5 million input tokens in the first 40 turns Anthropic’s own number: agentic systems consume up to 15x more tokens than chat. Coding agents sustain 95 to 98 percent prompt cache hit rates. Without caching, costs would be 6x higher This is what’s happening between GPU calls. File reads. Tool invocations. Sub-agent spawns. Compaction. KV cache management. None of it runs on the GPU That’s why 12,000 GPUs need 400,000 CPU cores. The 33-to-1 ratio isn’t a forecast. It’s a measurement NVIDIA states it in the blog directly: this won’t be resolved by adding more compute FLOPs and memory capacity Translation: the GPU-only path is exhausted. The agentic chapter requires a platform, not a chip Their seven-chip answer: Vera Rubin NVL72 —capacity and prefill Vera CPU — tool execution, KV cache offload Groq 3 LPX — SRAM-first decode, low-jitter generation NVLink 6, ConnectX-9, BlueField-4, Spectrum-X — fabric Result they claim: 400+ tokens per second per user on trillion-parameter MoE at 400K context. Vera spec: 88 Olympus cores, 176 threads, 1.8 TB/s NVLink-C2C, 1.2 TB/s LPDDR5X, 227 billion transistors. A 256-CPU rack delivers 45,056 threads and 400 TB of memory One detail nobody is talking about. The blog’s second author was previously Head of Agents at Groq. The third was previously at Groq Inc and Intel. NVIDIA didn’t license the LPX architecture. They absorbed the team that built it Haas isn’t pitching a competing thesis. He’s confirming this one from the other side of the table. Arm data center royalties doubled year-on-year. He expects them to double again Things feel slow right now because we’re between platforms. The speedup ships in H2 2026. The architectural argument is over. Deployment is the only variable left I cover this in The Quiet Architect and The Fourth Piece $arm $NVDA

Ben Pouladian

62,986 次观看 • 4 个月前

"I think Arm [pivoting to selling chips] is very important, because it confirms the biggest underlying thing that isn't consensus yet: the massive CPU shortage that we're seeing." — tae kim "Just over the last few months, we have Dell, AMD, and Intel talking about 3-5 year locked-in supply contracts from hyperscalers. So this is a major trend over the next few years." "We're going to see this massive demand for CPUs that people aren't really understanding yet. Because AI agents — the whole thing — require orchestration, tool calls, database queries, web searches. That's all handled by the CPU."

"I think Arm [pivoting to selling chips] is very important, because it confirms the biggest underlying thing that isn't consensus yet: the massive CPU shortage that we're seeing." — tae kim "Just over the last few months, we have Dell, AMD, and Intel talking about 3-5 year locked-in supply contracts from hyperscalers. So this is a major trend over the next few years." "We're going to see this massive demand for CPUs that people aren't really understanding yet. Because AI agents — the whole thing — require orchestration, tool calls, database queries, web searches. That's all handled by the CPU."

TBPN

121,182 次观看 • 5 个月前

Chips are the foundation of every AI experience. That's why understanding the hardware behind the software has never mattered more. When you ask a chatbot a question or generate an image, there's a physical chip somewhere doing the heavy lifting. For most of computing history, that was a CPU—the "brain" of a computer—great for general tasks needed to run software and operating systems. AI is more complex: for workloads called training and inference, AI needs to perform trillions of calculations in parallel. That's where AI accelerators come in. Purpose-built accelerators can deliver significantly better performance and efficiency than general-purpose chips. Amazon Web Services Trainium chips are an example—purpose-built for AI training and inference. New chips for a new era. ⬇️

Chips are the foundation of every AI experience. That's why understanding the hardware behind the software has never mattered more. When you ask a chatbot a question or generate an image, there's a physical chip somewhere doing the heavy lifting. For most of computing history, that was a CPU—the "brain" of a computer—great for general tasks needed to run software and operating systems. AI is more complex: for workloads called training and inference, AI needs to perform trillions of calculations in parallel. That's where AI accelerators come in. Purpose-built accelerators can deliver significantly better performance and efficiency than general-purpose chips. Amazon Web Services Trainium chips are an example—purpose-built for AI training and inference. New chips for a new era. ⬇️

Amazon

27,151 次观看 • 3 个月前

Windows on Arm is finally getting ready for gaming! Fortnite now runs on Snapdragon-powered Windows PCs. It's one of the major changes being rolled out to Windows on Arm PCs. Recently, Microsoft also enabled new CPU features for Windows on Arm emulation tech called 'Prism.' It now exposes AVX/AVX2, which allows high-performance computing. This enables support for game engines and resource-intensive apps that expect AVX and won’t start without it. You’ll see big gains in compatibility and mixed results in speed. Unlike traditional PCs, Snapdragon PCs offer up to 22 hours of battery life with no drop in performance when unplugged.

Windows on Arm is finally getting ready for gaming! Fortnite now runs on Snapdragon-powered Windows PCs. It's one of the major changes being rolled out to Windows on Arm PCs. Recently, Microsoft also enabled new CPU features for Windows on Arm emulation tech called 'Prism.' It now exposes AVX/AVX2, which allows high-performance computing. This enables support for game engines and resource-intensive apps that expect AVX and won’t start without it. You’ll see big gains in compatibility and mixed results in speed. Unlike traditional PCs, Snapdragon PCs offer up to 22 hours of battery life with no drop in performance when unplugged.

Windows Latest

80,587 次观看 • 10 个月前

Elon Musk just made a stunning longevity claim and treated it like a footnote. He says “semi-immortality is an extremely solvable problem,” and that in hindsight, the solution will seem obvious. Reaching 120 and beyond, Musk believes, is simply a matter of “changing the program.” “When you consider the fact that your body is extremely synchronized in its age, the clock must be incredibly obvious. Nobody has an old left arm and a young right arm. Why is that? What’s keeping them all in sync? You’re pre-programmed to die. And so if you change the program, you will live longer.”

Elon Musk just made a stunning longevity claim and treated it like a footnote. He says “semi-immortality is an extremely solvable problem,” and that in hindsight, the solution will seem obvious. Reaching 120 and beyond, Musk believes, is simply a matter of “changing the program.” “When you consider the fact that your body is extremely synchronized in its age, the clock must be incredibly obvious. Nobody has an old left arm and a young right arm. Why is that? What’s keeping them all in sync? You’re pre-programmed to die. And so if you change the program, you will live longer.”

The Vigilant Fox 🦊

641,028 次观看 • 8 个月前

More people need to understand that Claude Code is a general intelligence that can do stuff on your computer. To help non-coders understand its power, I'm building Folio, an app where you share a folder with Claude and it can work on your files directly. Here's a quick demo:

More people need to understand that Claude Code is a general intelligence that can do stuff on your computer. To help non-coders understand its power, I'm building Folio, an app where you share a folder with Claude and it can work on your files directly. Here's a quick demo:

🎭

218,956 次观看 • 9 个月前