The rise in demand for CPUs for agentic AI computing appears to be affecting the substrate supply chain as well. Media and analyst attention shifted to CPUs following Intel's earnings report earlier this year, which saw the firm claim that the requirements of agentic AI computing would reinvigorate the focus of AI companies on CPUs. Now, data from Japanese printed circuit board (PCB) manufacturer Ibiden's data shows that the impact of this demand is already being felt upstream in the supply chain as the firm forecasts a bump in demand for its general-purpose server products in 2026. Evolution In AI […]
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