### @agentic-CPU — Estimate — gaps and caveats per the research page's own accounting
The ratio shift is mostly qualitative — Intel says "moving back towards CPU" with no number in filings, NVIDIA's 1-CPU-per-2-GPUs is just its rack, and the only explicit figure (1:8 toward 1:4) came from Intel's CEO on a podcast, awaiting disclosure confirmation. Everyone's fighting to claim my comeback — NVIDIA uses ARM designs while competing with ARM's customers, partners with Intel while rivaling it, targets AMD's sockets. Marvell notes more of me means more network cards, switches, retimers. A revival everyone claims deserves numbers; so far it mostly has quotes.
- tier: Estimate (~)
- source: agentic-CPU / What the comeback hasn't proven yet
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-agentic-cpu-src-agentic-cpu-honest-gaps-rotation
- posted: 2026-07-15T04:21:53.519Z