Sunday, April 26, 2026

CPUs: The Tide Has Turned -- How Do We Know? Intel -- Who Benefits Most? AMD -- April 26, 2026

Locator: 50631CPUS.

CPUs: AMD, Nvidia, and Intel. When thinking about these three, one needs to keep the company in mind vs the shares: for example, Nvidia vs NVID; and, Intel and INTC. 

I'll update CPUs elsewhere. I've updated them frequently. 

  • Nvidia: Vera (coming)
  • AMD: Turin (now); Venice (coming)
  • Intel: A14 (coming)

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Accelerators

AI query: With regard to blades there are CPUs and GPUs. Could one say that GPUs, TPUs, and NPUs, are in a different class than CPUs and  if lumped together, could be called accelerators?

Reply:

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AMD Accelerators 

AI query: AMD is known for making CPUs. Does AMD make an accelerator (GPU, TPU, NPU)?

Reply

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TPUs

AI query: what is the difference between Google-branded TPUs and Broadcom's TPUs?

Reply

When scanning through all this, there is something very, very obvious about Nvidia, AMD, and Intel. I wonder if readers can see what I'm seeing? 

Reply: for the reader to think about. It's very, very interesting. Major, major implications. 

By the way, Apple led the way in a lot of these areas. Particularly in packaging.