"AI's insatiable hunger is creating a global CPU shortage, as hyperscalers like Microsoft and Google are consuming processors in volumes that dwarf traditional PC demand."
"Chipmakers are prioritizing AI chips due to their higher margins, leading to a supply squeeze for consumer and commercial PC orders as production lines are allocated to data-center customers."
The global PC market is rebounding from a slump, with modest growth expected in 2024 as businesses and consumers upgrade their systems. By 2025, shipments are projected to rise 9.3% year-over-year, driven by demand for Windows 11 machines and AI-ready features. However, AMD and Intel have raised CPU prices, leading to concerns about collapsing demand. The surge in AI demand from major tech companies is causing a global CPU shortage, as production is prioritized for data centers over consumer PCs.
Read at 24/7 Wall St.
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