‘CPUs are cool again,' Intel and AMD reporting spikes in CPU demand due to agentic AI, shortages — Lisa Su says business exceeded expectations while Intel is looking at long-term agreements with potential customers

Demand for CPUs is on the rise due to artificial intelligence, with both Intel and AMD experiencing spikes in CPU demand. Intel is exploring long-term agreements with potential customers to ensure a continuous supply of chips for expanding operations. AMD CEO Lisa Su noted that CPU demand has exceeded expectations, especially in relation to inference demand. The AI boom has caused shortages in various components, with experts warning of memory and storage chip shortages due to high demand in AI data centers. As AI advancements progress, data centers require more multi-processor computing power, potentially impacting the consumer market if shortages persist.