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Ivana delevska: Agentic AI highlights CPU requirements in NET investor day insights

Ivana delevska: Agentic AI highlights CPU requirements in NET investor day insights
CPU requirements for Agentic AI discussed

ivana delevska, founder and CIO at SPEAR Invest, raises the question of how many CPUs are necessary for Agentic AI, referencing insights shared during NET investor day.

An interesting slide from the event seems to address the hardware needs of advanced AI applications.

Delevska has previously highlighted that Dell's server orders rose sharply amid high AI demand, with orders climbing from $2 billion to $34 billion. In a separate note, she discussed AVGO's reaffirmed $100 billion target for 2027 as the company navigates rising competition. These sector developments have kept hardware supply questions in focus for investors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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