OpenAI CFO: agentic AI will 'shock' a market obsessed with GPUs by activating CPUs
rohanpaul_ai · x · 2026-09-12
In a video interview, Ark Invest CEO Cathie Wood cites OpenAI CFO Sarah Friar: "People are chasing GPUs. They're going to be really shocked at how agentic AI activates CPUs." The argument: the market has treated GPUs as the scarce ingredient because training large models demanded them, but agentic AI shifts huge amounts of inference, orchestration and logic workloads toward the CPU side, potentially putting the traditional CPU-centric computing stack back at the center of the story.
Related event: OpenAI CFO: Everyone Chases GPUs, but Agentic AI Will Revive CPUs(2 posts)→
More from AGI Musings
- What if millions of AIs' combined incentives create irreversible outcomes? — PierceLilholt · 2026-10-28
- Coding matters less than problem-finding: the shift from code engineers to product engineers — CtrlAltDwayne · 2026-10-28
- Rachel Thomas points to classic paper on articulating the value of not building tech — math_rachel · 2026-10-28
- Hypothetical $2T Anthropic IPO framed as channeling $100B+ a year into the real economy — sanjaykalra · 2026-10-28
- Biotech CEO: drug discovery will lag in the AI revolution, not lead it — vaibhavbetter · 2026-10-28
- AI cyber-wreckage noise far outstrips actual damage so far, argues new analysis — timigod · 2026-10-28