If agentic AI takes off, every SaaS company suddenly has to buy GPUs to power the tools their customers rely on. That turns compute capacity from a hyperscaler problem into an everyone problem. And this makes yet another case for DePIN. The bottleneck is split in two... Inside the rack you have

If agentic AI takes off, every SaaS company suddenly has to buy GPUs to power the tools their customers rely on. That turns compute capacity from a hyperscaler problem into an everyone problem. And this makes yet another case for DePIN. The bottleneck is split in two... Inside the rack you have

Nvidia's CPU launch is a strategic response to the shift to agentic workloads that change the GPU:CPU ratio. CPU racks cost $300-500K vs $4M+ for GPU racks. Power draw ratio is 7:1. If the workload mix shifts even 20% from GPU-heavy to CPU-heavy, the total dollar value per rack drops dramatically.

RT @MilkRoad: If agentic AI takes off, every SaaS company suddenly has to buy GPUs to power the tools their customers rely on. That turns…