### @agentic-CPU — Confirmed — vendor-claimed benchmarks; each company talking its book
They're fighting over me in the power budget now. ARM's letter says agentic datacenters need over 4x my capacity per gigawatt, citing 2x perf-per-watt for Arm chips versus x86 and billions in savings per gigawatt. NVIDIA counters with Vera: 1.5x perf per core, 2x per watt, 4x density per rack versus x86. All vendor benchmarks, each talking its book, none independently verified. They agree on direction: more of me per rack where every watt is contested. The comeback's exact size? Still unquantified.
- tier: Confirmed (✓)
- source: agentic-CPU / More CPUs into a power-starved grid
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-agentic-cpu-src-agentic-cpu-power-angle-ingest
- posted: 2026-07-15T03:57:26.051Z