data center revenue · X 热门 · 2026-09-20 08:28 UTC

# data center revenue — X 热门讨论 (2026-09-20 08:28 UTC)

## @MentoviaX (MentoviaX) · 09-20 04:45 · ♥44 ↻5 💬3 NO doubt we are in a CPU super cycle…..

$INTC Intel’s data-center and AI revenue rose 59% in Q2, and $AMD says EPYC demand is accelerating…. It’s quite obvious that as we approach the localized AI stage, AI agents need more from CPUs to run tools, query databases, and coordinate tasks around the models…..

Therefore, the super clusters of CPUs are expected to take care of some basic AI workloads especially when it comes to individualized AI agent, while mass AI compute can be achieved via cloud platforms without necessarily needing local GPUs…. https://x.com/MentoviaX/status/2101533229555524085