CPUs Poised To Surpass GPUs
51:43–52:07 · 24s
Cathie Wood cites Agentic AI and Lisa Su’s stat to argue the CPU-to-GPU ratio in AI could shift from 1:4–5 today to 1:1, reframing where the next leg of AI demand may come from.
51:43–52:07 · 24s
Cathie Wood cites Agentic AI and Lisa Su’s stat to argue the CPU-to-GPU ratio in AI could shift from 1:4–5 today to 1:1, reframing where the next leg of AI demand may come from.
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