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AMD's server processor demand significantly exceeds expectations, supply chain begins to tighten
3 day ago /
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Author：小编
At an investor conference, AMD CEO Lisa Su stated that the market demand for the company's server CPUs has far exceeded expectations, particularly with a surge in orders from artificial intelligence customers, leading to a sudden increase in delivery pressures. Speaking at the Morgan Stanley Technology, Media & Telecom Conference, she mentioned that with the rise of agentic AI applications, the role of CPUs in AI infrastructure has been redefined—they are no longer just a supporting act to GPUs but have become a key computational pillar running parallel to accelerator cards.
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