The $100B CPU Poker Game in the AI Era
3h ago
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bskyThe $100B CPU Poker Game in the AI Eraopen.substack.comServer CPUs are getting a $100B+ rerating as Agentic AI flips the compute ratio from 1:8 to 4:1 CPU-GPU — x86 and Arm now stand on equal ground in this new era. Who wins the infrastructure crown? #CPU $ARM $AMD open.substack.com/pub/chippub/...
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