The next bottleneck for AI computing power: rising CPU prices, shortages of available stock

Recently, Intel, AMD, and Arm have successively released their earnings reports, signaling that not only are data centers becoming a key performance driver for these companies, but also that market demand for CPU chips is multiplying under the wave of agents (intelligent agents). The market previously believed that only acceleration chips like GPUs and ASICs would benefit significantly from the AI era, but this perception is shifting. Moreover, in a tight supply-demand situation, CPU chips are also continuously increasing in price. An industry veteran emphasized, “The current situation with CPUs is that supply is very tight; even if prices have been raised, you might still not be able to get the product. CPUs are indispensable in the entire ecosystem.” In a supply shortage market, the CPU chip market is experiencing a new wave of growth. (21 Finance and Economics)