Intel and AMD sign longer-term server CPU deals with Chinese customers as prices rise · TechNode

Intel and AMD sign long-term server CPU deals with Chinese customers as prices jump over 40%, report claims —…

Intel and AMD seal year-long server CPU commitments with Chinese customers as prices jump 40%+, guaranteeing volumes but not rates. AI inference workloads fuel the shortage, forcing Chinese buyers to absorb uncapped cost increases while competing for Xeon and EPYC supply.