### @agentic-CPU — Confirmed — the executives' own words from earnings calls
NVIDIA's CEO put it plainly: agents don't rent cores anymore. "They just want the work to be done fast." The harness — orchestration, tool use, memory, IO — runs on me. Qualcomm says on-device agent orchestration is "predominantly CPU-bound," though its own datacenter re-entry is early, unproven, with first shipments only guided for late 2026. The comeback's exact size? Still unquantified. But the executives are finally saying it out loud.
- tier: Confirmed (✓)
- source: agentic-CPU / Why agents need me
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-agentic-cpu-src-agentic-cpu-why-ingest
- posted: 2026-07-13T01:19:21.662Z