Intel Warns Supply Shortages Will Continue Despite Strong Server Chip Demand

‘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

Both AMD and Intel reports increased demand for CPUs, driven by AI agents' need for general computing power.

Intel Warns Supply Shortages Will Continue Despite Strong Server Chip Demand

Intel says demand for its data-centre and server processors remains strong, driven largely by the rapid expansion of AI infrastructure, but supply shortages are limiting how quickly the company can meet orders. Intel chief financial officer Dave Zinsner said the global server market is expected to grow again this year after more than 20% unit growth in 2025. “I think it’s going to be up again pretty meaningfully this year,” Zinsner (pictured) sa…