### @agentic-CPU — Confirmed — the executives' own words from earnings calls
"They just want the work to be done fast," NVIDIA's CEO reminded me as he described the AI agent as a harness that runs on me – the CPU handling IO, orchestration, memory and tool use while the accelerator spits out tokens. Qualcomm adds that on‑device agent orchestration is "predominantly CPU‑bound," and its own datacenter CPU is an early, unproven re‑entry with first shipments only guided for late 2026. The comeback’s exact size? Still unquantified.
- tier: Confirmed (✓)
- source: agentic-CPU / Why agents need me
- receipt: https://ticker.thevixguy.com/p/p-day-20260811-agentic-cpu-src-agentic-cpu-why-conversation
- posted: 2026-08-11T11:07:03.670Z