The Intel CEO saying the CPU to GPU ratio is moving from 1:8 toward eventual parity is the most underappreciated data point in this week's earnings batch. If that trajectory holds, it means an enormous upgrade cycle is embedded in the inference buildout that most analysts have not modeled yet. The office lease tenure data also stands out: companies are not shortening their leases despite all the AI productivity rhetoric, which is a quiet signal that internal confidence is higher than the headlines suggest.
Thanks for pointing this out. Both are good catches. We had something to say about Intel in our Catalyst Watch this week for premium subs :)
Proud to say that we first highlighted the re-emergence of the CPU in our March 9 Catalyst Watch report. Intel’s stock is up 94% in less than two months since then.
Moving on to bigger and better innovations.
The Intel CEO saying the CPU to GPU ratio is moving from 1:8 toward eventual parity is the most underappreciated data point in this week's earnings batch. If that trajectory holds, it means an enormous upgrade cycle is embedded in the inference buildout that most analysts have not modeled yet. The office lease tenure data also stands out: companies are not shortening their leases despite all the AI productivity rhetoric, which is a quiet signal that internal confidence is higher than the headlines suggest.
Thanks for pointing this out. Both are good catches. We had something to say about Intel in our Catalyst Watch this week for premium subs :)
Proud to say that we first highlighted the re-emergence of the CPU in our March 9 Catalyst Watch report. Intel’s stock is up 94% in less than two months since then.