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Open original source ↗If you missed old school 2022 SemiAnalysis content, this is that, except a big step up in quality on top of that of course.
Really was a blast putting this one out.
In my teenage years used to argue about CPUs all the time.
It's good for it to come roaring back and be relevant
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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. https://t.co/6JHrD4TpLx
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