‘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
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Verdict: Driven by the rapid rise of agentic AI, AMD and Intel are seeing a massive resurgence in CPU demand that is exceeding expectations and prompting long-term supply agreements.
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⚡ Quick Hits
* Agentic AI workloads are creating an unexpected, massive spike in processor demand across the