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By 2026, the ascent of intelligent agents (simply referred to as "Agents" here) and embodied AI is revolutionizing the demand dynamics for AI chips. As the linchpin of computational control, CPUs are acquiring substantial strategic significance, thereby fueling a surge in market demand. AMD and Intel have already offloaded the majority of their server CPU production capacities. Moreover, they intend to implement a price hike of 10% to 15% for server CPUs in the current quarter. This strategic move is predominantly propelled by a confluence of factors, including the explosive growth in AI inference demand, extensive upgrades of general-purpose servers, and compensatory investments in the general-purpose server market, which are being stimulated by the burgeoning AI server sector.
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