According to reports from Reuters and other media outlets, Intel and AMD have signed long-term supply agreements with multiple Chinese data center and AI companies to secure CPU chip supplies for the next one to two years. The primary driving force behind this move is the explosive growth in the generative and agent AI market this year, which has directly led to a rapid surge in demand for computing chips and a significant increase in market prices. The boom in AI data center construction continues unabated, with demand extending from GPUs to memory, network equipment, and server processors, prompting suppliers to seek long-term purchase agreements to lock in procurement volumes.
