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Market finally figured out that CPUs are just as important as GPU and TPu for AI because thats where the actual code execution happens. You need the CPU for the logic, fetching data, and running cron jobs while the TPU or GPU just handles the math. Intel and AMD are ripping because people realized you cant run "agentic" AI without a massive amount of traditional CPU power to manage the workflow.. The thing is Google literally built its own custom CPU called Axion specifically to stop paying the "Intel tax" for its cloud, any TPU to stop paying “Nvidia tax” . Everyone knows Google has the TPU for training and inference, but they are also becoming a powerhouse in the CPU space for the orchestration side. They are basically the most vertically integrated company in the world right now It’s weird that the market treats Intel and AMD like the only winners in the CPU space. Google is using its own hardware to power Youtube and their massive data centers, which should be huge for their margins. If the "AI era" requires better CPUs for execution, Google is already years ahead of most companies by designing their own ARM based chips in house. Is the stock lagging just because they don't sel

888 pts · 185 comments · u/mojolakota · 2026-04-25 17:06 UTC