SemiAnalysispodcast

CPUs are Back: The Datacenter CPU Landscape in 2026

Monday, February 9, 2026Gerald WongView original
CPUs are Back: The Datacenter CPU Landscape in 2026
RL and Agent Usage, Context Memory Storage, DRAM Pricing Impacts, CPU Interconnect Evolution, AMD Venice, Verano, Florence, Intel Diamond Rapids, Coral Rapids, Arm Phoenix + Venom, Graviton 5, Axion