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Curated tech Twitter/X posts on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
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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…
