Market rumors indicate Intel and AMD have begun signing longer-term data center processor procurement agreements with Chinese server customers, generally locking in purchase quantities for approximately one to two years of supply. This trend, driven by AI-induced supply tightness, mirrors the memory chip market where buyers seek stable supply for AI data centers requiring substantial CPUs alongside GPUs.
Chinese customers are securing CPU supply for AI data centers through long-term agreements, shifting procurement risk to buyers as prices remain unfixed.