Press Space to continue
Finding signal on Twitter is more difficult than it used to be. We curate the best tweets on topics like AI, startups, and product development every weekday so you can focus on what matters.
Press Space to continue
Press Space to continue
Dylan Patel just told the market that GPUs aren't the bottleneck anymore. CPUs are. And the supply chain data backing this up should terrify every cloud buyer. For three years, the entire AI hardware story was about GPU access. Who could get Nvidia chips. Who couldn't. Entire business strategies built around H100 allocation. Meanwhile, nobody was watching the CPU side of the rack. Then agentic AI flipped the ratio. When you ask ChatGPT a question, the CPU does almost nothing. Converts text to…
