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Do you remember the analysis that was quoted when we talked about an upcoming shortage crisis in the central processing unit (CPU) sector? Today, this direction has been confirmed 100%
- Google $GOOGL and Intel $INTC announced a partnership to expand the use of Intel’s central processors in Google’s AI cloud infrastructure
- Amazon’s CEO $AMZN said today: "Two of the largest customers requested to buy all available Graviton central processors for 2026, and we refused to fulfill the requests of the other customers"
The demand for AI Agents is exploding across all sectors.. and this technology primarily needs CPUs to manage systems and sequence tasks
It appears that we are at the beginning of an upcycle for the CPU sector #Not_Advice
$NVDA $AMZN #GateLaunchesPreIPOS #CryptoMarketsDipSlightly #OilEdgesHigher #USIranCeasefireTalksFaceSetbacks