Beth Kindig on Muck Rack

Beth Kindig

Boulder, San Francisco
As seen in: Apple Podcasts, LinkedIn, Medium, MSN, The Startup, Forbes, Yahoo Finance, MarketWatch, Flipboard, Seeking Alpha and
Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.

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Articles

AMD, Nvidia, Arm, Intel: Inside The $120 Billion CPU Gold Rush

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By Beth Kindig
| Seeking Alpha
Jun 10, 2026, 12:03 PM ET, , , , , , , , , , , Summary GPUs have dominated the AI data center discussion at the expense of CPUs for years, but agentic AI is changing the calculus on attach rates. Orchestration is one of the tasks that CPUs do best—allowing CPUs to address a major choke point in scaling agentic AI. Forecasts from company executives and analysts alike all tell the same story—CPUs are expected to go from a low-growth technology to achieving CAGR’s above 30%.
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Google TPU V8 Vs. Nvidia: How Inference Is Rewriting The AI Market

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By Beth Kindig
| Seeking Alpha
Jun 08, 2026, 3:49 AM ET, , , , Summary Google announced that it will begin selling TPUs to select third-party data center operators, marking the company's formal entrance into the merchant AI accelerator market where Nvidia dominates. The share of AI inference workloads is rising; the economics of custom silicon are increasingly difficult to ignore, and Nvidia may be facing a Rubin delay.
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AMD, Nvidia, Arm, Intel: Inside the $120 Billion CPU Gold Rush

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By Beth Kindig
| io-fund.com
Three months ago, GPUs were all the rage, and the idea that CPUs could challenge GPUs when it comes to AI budgets was unfathomable. The shift in this perception is evident not only in management commentary, but also in CPU design companies and OEMs raising forecasts that are now 2X+ higher, as many of the largest players have stated they did not foresee the magnitude of the surge in CPU demand from agentic AI.
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