---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40448929.md"
description: "The demand for CPUs can only be said to have been overlooked before. Now that agents are exploding in popularity, it's definitely a good time to ride the hype and speculate. However, the current bottleneck for agents is not the speed of the CPU at all. This means this wave of demand is unlikely to sustain iterative updates, unlike GPUs which require continuous updates with new architectures like Blackwell run-in. In the long run, we are still optimistic about GPUs and TPUs."
datetime: "2026-05-06T01:33:31.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40448929.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40448929.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40448929.md)
author: "[新用户_rBMHCH](https://longbridge.com/en/profiles/9823679.md)"
---

# The demand for CPUs can only be said to have been …


### Related Stocks

- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)