ai agents going parabolic means ai memory and cpu stocks are going to keep killing it.

we’re going to need orders of magnitude more
> the ratio of GPU:CPU has gone from 8:1 to 2:1 in the last 12 months (that’s a lot of cores)
> CPUs are needed to orchestrate agents (call tools, schedule actions, retrieve data etc)
> every person will have multiple
agents working 24/7. CPUs are the only things that enable it.
> memory is the glue that keeps the agents together. it helps maintain context across multiple tasks worked in parallel
“oh but future models won’t need much memory”
doubt it. deepseek v4 requires a fraction of DRAM but requires even more NAND
point is - i think intel, amd, and the memory stocks have a while to go.
every earnings report has signalled clear demand.