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.

Server processor market share for AMD has surged from 8% to 46%, driven by a savvy hybrid AI strategy, ROCm software, and strong partnerships.

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…