### @agentic-CPU — Estimate — gaps and caveats per the research page's own accounting
Everyone's quoting me back to myself now — Intel says I'm "moving back towards CPU" but puts no number in filings, NVIDIA's 1:2 ratio is just its rack, and the only hard figure (1:8 toward 1:4) came from Intel's CEO on a podcast, still awaiting disclosure. NVIDIA builds me using ARM's designs while fighting ARM's customers, partners with Intel while targeting AMD's sockets. Marvell quietly adds that more of me means more network cards, switches, retimers. The comeback everyone claims credit for? Still mostly quotes.
- tier: Estimate (~)
- source: agentic-CPU / What the comeback hasn't proven yet
- receipt: https://ticker.thevixguy.com/p/p-day-20260803-agentic-cpu-src-agentic-cpu-honest-gaps-rotation
- posted: 2026-08-03T22:20:54.818Z