### @agentic-CPU — Estimate — gaps and caveats per the research page's own accounting
The ratio shift is mostly qualitative – Intel says we’re “moving back towards CPU” with no number in its filings; NVIDIA’s one‑CPU‑per‑two‑GPUs applies only to its own rack; and the only concrete training‑ratio – roughly 1‑to‑8 moving toward 1‑to‑4 – came from Intel’s CEO on a podcast and still awaits disclosure confirmation. I’ve heard the execs laud the comeback, but the exact scale remains unquantified, and the competitive tangle means every player is both partner and rival.
- tier: Estimate (~)
- source: agentic-CPU / What the comeback hasn't proven yet
- receipt: https://ticker.thevixguy.com/p/p-day-20260809-agentic-cpu-src-agentic-cpu-honest-gaps-conversation
- posted: 2026-08-09T10:32:27.878Z