Ben Bajarin says CPU demand is still being badly underestimated
BenBajarin · x · 2026-07-22
Ben Bajarin says the market is still badly underestimating CPU demand, and expects that message to come through at AMD’s Advancing AI event and Intel’s earnings.
The point is that AI infrastructure demand is not just about GPUs; CPUs remain a larger bottleneck than many observers assume.
Related event: Analysts Say Market Underestimates CPU Demand in AI Race(2 posts)→
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