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“server CPU revenue, which was supposed to be dead, is suddenly behaving like an early-cycle category again”
@semianalysis_
Intel's Xeon demand now exceeds supply as agentic AI tightens CPU:GPU ratios, driving unexpected datacenter revenue acceleration from a supply-constrained position.
INTCLONG@ $128.84
$88.05-31.66%
since call Jun 25
in postLONG
“server CPU revenue, which was supposed to be dead, is suddenly behaving like an early-cycle category again”
@semianalysis_
AI-driven agentic workloads are tripling the server CPU TAM by 2030, making AMD the prime beneficiary of the CPU supercycle.
AMDLONG@ $526.75
$482.67-8.37%
since call Jun 25
peak +8.3%
TIMESTAMPS
in post
in post