For years the semiconductor spotlight was on GPUs. But over the past six months, AI workloads have shifted from training to inference and agents (Agentic AI) — GPUs "compute," CPUs "manage": calling tools, routing sub-agents, tracking task completion. That's CPU work.
Nvidia Surrenders Computex Gains: Where's the Entry Point?
Nvidia fell 3.62% Wednesday, pressured by Broadcom's post-earnings selloff and Middle East-driven risk-off sentiment, dragging the AI chip sector into a broad pullback. TSMC's CEO reiterated AI demand shows "no signs of cooling," while BofA recalibrated its NVDA outlook — leaving the long-term compute narrative intact. Would you buy this dip, or wait for geopolitical and earnings sentiment to clear first?
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