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Server CPUs Tightening Amid AI Surge | Durham News
Intel and AMD are locking in long-term deals with Chinese server buyers as CPU shortages and soaring prices—up over 40% since January—force companies to prioritize availability over cost. Lead times for Intel’s Xeon chips now stretch to six months, and agreements are extending beyond one year. This marks a major shift from the easy-to-get server chip era, echoing the memory chip scarcity seen earlier in the AI boom. Analysts like KeyBanc and Susquehanna have already raised price targets for both chipmakers, signaling the market’s anticipation of tightening supply. Investors will be watching…
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