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deep tech TNW July 23, 2026

Intel and AMD lock Chinese data centres into multi-year CPU deals as prices surge

Intel and AMD lock Chinese data centres into multi-year CPU deals as prices surge
AI Summary

Server processors were meant to be the boring corner of the AI boom. The exotic money went to graphics accelerators, while the central processing units sitting beside them were treated as a solved problem, cheap, plentiful, and interchangeable. That assumption is coming apart in China.

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