Coatue: Agents Are the New Users of CPUs | 07.09.2026 | C:\Takes
1. Executive Briefing (TL;DR)
- Inversion of CPU to GPU Ratio: Agentic AI workloads are flipping the traditional AI infrastructure ratio from 4 GPUs per 1 CPU toward a heavier allocation of CPUs as agents become primary compute consumers [00:00:15].
- Code Execution Drives CPU Demand: While GPUs plan actions by generating tokens, CPUs execute these workflows by running code, interacting with environments, and driving software tools [00:00:34].
References
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