Intel told analysts its CPU shortage is improving, with agentic AI's growing emphasis on CPUs adding to near-term demand.

As workloads continue migrating towards inference and agentic AI, CPU-GPU ratios could converge to 1:1 or even tilt further ...

CPU行业新一轮涨价潮将至。

目前亚马逊CPU销量前十已经被AMD所包揽，其中X3D系列芯片占据了绝大多数席位，包括锐龙7 9800X3D、锐龙7 9850X3D、锐龙9 9950X3D以及锐龙7 7800X3D。

就在前几天还有报道称，自3月以来服务器CPU价格上涨10%-20%，消费级CPU上涨5%-10%，Intel在3月上调了CPU价格，4月初再次调整服务器CPU定价，预计2026下半年还将迎来8%-10%的又一轮涨价。

4月24日，全球半导体板块出现罕见的同步性巨幅波动。美股盘前，英特尔因最新财报与业绩沟通释放积极信号，盘前涨幅一度逼近30%；A股市场中，国产CPU龙头海光信息同步走强，收盘上涨8.20%。

Intel says CPU-to-GPU deployment ratios have tightened from 1:8 to 1:4, and could reach 1:1.

4月24日，高盛Delta One交易台警告称，尽管市场连续反弹、标普500指数再度触及历史高位，但霍尔木兹海峡局势并未出现任何实质性改善。 高盛交易台负责人Rich ...

AMD was upgraded at D.A. Davidson on Friday, as the investment firm cited a “structural increase” in CPU demand, due to ...

市场此前给英特尔的估值，更像一家周期性老牌芯片公司；现在，资金开始把它的一部分业务重新放进AI基础设施链条。差别很大。前者看PC周期和制程落后，后者看推理扩容、服务器更新和系统架构变化。

Arm Holdings (NASDAQ:ARM), or Advanced Micro Devices (NASDAQ:AMD)? The leaderboard just got reshuffled this morning. Intel ...

Intel’s strong Q1 results and forecasts for rising CPU demand in AI workloads have ignited a rally across semiconductor stocks, with Micron hitting record highs. Agentic AI is shifting data center ...