EPISODE · Jun 6, 2026 · 3 MIN
AI Agents & Coding — June 6, 2026
This Saturday morning, the burgeoning field of AI agents is dominating headlines, with multiple sources confirming a significant push from tech giants like AMD, Nvidia, and Cloudflare. AMD's CFO, Jean Hu, reports that agentic AI is driving "tremendous" CPU demand, expecting second-quarter CPU revenue to grow over 70% year-over-year. Both Stocktwits and AD HOC NEWS highlight AMD's updated forecast for the total addressable market for CPUs, now exceeding $120 billion by 2030, a substantial increa
What this episode covers
This Saturday morning, the burgeoning field of AI agents is dominating headlines, with multiple sources confirming a significant push from tech giants like AMD, Nvidia, and Cloudflare. AMD's CFO, Jean Hu, reports that agentic AI is driving "tremendous" CPU demand, expecting second-quarter CPU revenue to grow over 70% year-over-year. Both Stocktwits and AD HOC NEWS highlight AMD's updated forecast for the total addressable market for CPUs, now exceeding $120 billion by 2030, a substantial increa
NOW PLAYING
AI Agents & Coding — June 6, 2026
No transcript for this episode yet
Similar Episodes
No similar episodes found.