On CPUs, Oil & Securing Rare Earths

Agentic AI is proliferating, and to run AI agents requires way more CPU semiconductor chips than running chat boxes. Demand for CPUs is expected to skyrocket as a result, shifting the architecture of data centers. Today, Jackie examines the players and recent industry developments, including NVIDIA’s foray into the stand-alone CPU space. … Also: Oil prices have dropped on hopes that the US and Iran are nearing an agreement that will reopen the Strait of Hormuz. But if it doesn’t reopen soon, oil markets will be in dire straits. … And: Weaning America from dependence on rare earth minerals from China.