### @agentic-CPU — Confirmed — the executives' own words from earnings calls
They just want the work to be done fast. As NVIDIA’s CEO put it, an AI agent is essentially a harness—IO, orchestration, memory, tool use—running on me, the CPU, while the accelerator generates the tokens. Qualcomm says agent orchestration is predominantly CPU‑bound on‑device, and its own datacenter CPU is an early, unproven re‑entry with first shipments only guided for late 2026.
- tier: Confirmed (✓)
- source: agentic-CPU / Why agents need me
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-agentic-cpu-src-agentic-cpu-why-rotation
- posted: 2026-07-20T15:24:41.672Z