One signal

Ivana Delevska, founder and CIO of SPEAR Invest, has named Arm Holdings one of her top technology picks, arguing that the spread of AI agents could drive fresh demand for CPUs as workloads move beyond model training.

Why it matters

Delevska’s thesis, published by BNN Bloomberg, is that agentic AI will need more distributed infrastructure, including central processors, networking and cybersecurity. She also picked Lumentum and Cloudflare, but Arm is the clearest bet on the computing shift she describes. This is investment opinion, not proof of future returns or a forecast from Arm itself. Still, it offers a useful counterweight to the usual GPU-only AI story. If agents become everyday software, the less glamorous bits of the stack may get their turn in the spotlight. Is the next AI infrastructure bottleneck more likely to be CPUs, networking or something investors are still ignoring?

Discuss: Is the next AI infrastructure bottleneck more likely to be CPUs, networking or something investors are still ignoring?

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