The AI CPU War Nvidia Just Started - The AI Podcast with ...

What this episode covers

Nvidia is no longer just the GPU company. On Monday, they announced AI agent PCs powered by their Grace CPU, going after a $200 billion market long dominated by Intel and AMD. Lucas and Luna break down what Nvidia's 'AI agent PC' actually is, why Microsoft, Dell, and HP are already on board, and what this means for Intel's struggling turnaround. Plus, they tie it to the broader shift in AI hardware: the race is no longer just about training models, it's about running them everywhere. With Nvidia stock up 4.4% in the last five days and Intel down 11.5%, the market is already voting. Is Nvidia's CPU play real, or just a headline? #Nvidia #CPU #AIAgentPC #GraceCPU #Intel #AMD #Microsoft #Dell #HP #AIHardware #Semiconductors #Technology #FexingoBusiness #BusinessPodcast #AIPodcast #AIChips #DataCenters #EdgeAI Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models?

This episode is 6 minutes long.

When was this The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models episode published?

This episode was published on June 2, 2026.

What is this episode about?

Nvidia is no longer just the GPU company. On Monday, they announced AI agent PCs powered by their Grace CPU, going after a $200 billion market long dominated by Intel and AMD. Lucas and Luna break down what Nvidia's 'AI agent PC' actually is, why...

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