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A new crisis the market is ignoring so far: shortage of central processing units (CPUs)
Last week, we saw two important news items regarding CPUs:
1- Intel $INTC and $AMD informed their customers in China that wait times will increase due to processor shortages, and prices will rise by 10-15%
2- $ARM entered the processor manufacturing market for the first time in its history with the AGI CPU, and is expected to achieve $15 billion annually from the processor alone by 2031
Almost two weeks ago, the AI infrastructure manager at $NVDA told CNBC: "Central Processing Units (CPUs) have become the main obstacle to the growth of artificial intelligence and Agentic AI"
Futurum Group predicts that the growth of the CPU market will surpass GPU growth by 2028
Over the past three years, GPU processors have captured all market attention.. Is it time for CPUs to make a comeback?
$NVDA $ARM $INTC $AMD