CPUs are becoming central to the AI race
lemire · x · 2026-07-20
The post argues that after GPUs and memory, CPUs are now seeing surging demand as AI systems scale. It suggests yearly demand growth could exceed 30%, which is good news for Intel and ARM. At the same time, it warns that higher demand could mean higher short-term costs for consumers and gamers, including potentially more expensive PlayStation hardware. The optimistic read is that the trend should also push broader innovation and production, moving the industry toward a world where compute is much more abundant.
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