AI Datacenter Demand Pushes Chinese CPU Prices Up More Than 40%

Intel and AMD are reportedly signing long-term CPU supply agreements with Chinese customers as inference demand strains the hardware supply chain.

The hardware bottleneck for AI has been framed almost entirely around GPUs, but a quieter signal this week points to CPUs. According to @aleabitoreddit, both Intel and AMD are set to sign CPU long-term agreements with Chinese customers building AI datacenters, with prices of some CPU products having "risen more than 40%."

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