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NVIDIA’s Next AI Play: The CPUs Behind the Agents
At OCP, the next compute opportunity comes into focus: running the work AI agents create
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DevDay: cheaper AI, faster agents—and the NVIDIA question
OpenAI is flexing on cost and scale. Our focus is what cheaper intelligence changes in the system serving it.
BEP ResearchFor subscribers
Bloom's $3.9 Billion Question
What can a customer stop buying—and what comes back in the power bill?
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Explore public research ↗Already a subscriber? Sign in ↗Latest interview · Monetary Matters
Why AMD Is the Most Overhyped Chip Stock | Ben Pouladian on Meta’s Muse, Anthropic IPO, & Semis
Ben Pouladian joins Jack Farley on Monetary Matters to discuss Meta’s Muse, the economics of agentic AI, NVIDIA versus AMD, data center power constraints, Anthropic’s IPO filing, and AI’s move into biology.
75 minutes · Full conversation
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Compute Market Brief · October 12, 2026 · Free download
RunPod raised six GPU rental rates.
Our tracker captured Secure Cloud list-price increases of 12.6%–17.7% on October 8. See the matched quotes, RunPod’s scale, and what the change means for compute budgets.
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Follow the experimental loop through nine supply-chain layers, from model design to real-world measurement, and explore the companies behind them.
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An engineer’s perspective. An investor’s horizon.
BEP Research is led by Ben Pouladian, an electrical engineer, entrepreneur, and investor who co-founded Deco Enterprises and led it through its 2019 exit. BEP connects developments at model companies such as OpenAI and Anthropic with their implications for chips, compute, power, and capital—building a broader view of where the industry is going. Specialist collaborators include Rui “Rick” Xie, who contributes memory-systems engineering and standards analysis.
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