Agentic AI is becoming almost as big a CPU story as a GPU story.

Drawn from what Andy Jassy said

What these subjects mean

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

code generation Machines emitting code and files, and whether the volume they produce is a cost somebody eventually pays.

What Andy Jassy actually said

Do you hold this korrent?Do you also believe this?

Shared subject first, then similar wording. They may agree or disagree.