• Intel, AMD seek longer China server CPU supply commitments
  • AI data-centre boom strains supply beyond GPUs into mainstream processors
  • China server CPU prices up more than 40% this year for some products

U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers ‌for data-centre processors as prices surge, two people familiar with the talks said.

The move highlights a broader consequence of the AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase ​deals.