INTC and AMD are securing longer-term server CPU commitments from Chinese customers as AI data-center demand tightens supply beyond GPUs, Re

INTC and AMD are securing longer-term server CPU commitments from Chinese customers as AI data-center demand tightens supply beyond GPUs, Most agreements lock in purchase volumes for about a year, with some extending two years or more, but do not fix prices. Prices for some server CPUs in China have risen over 40% this year, while Intel lead times have reached six months.