The CPU Strikes Back: AI Just Made It Cool Again

AI demand is exploding, and it’s causing component shortages across the tech industry.

Hyperscalers (Microsoft, Alphabet, Meta) are spending hundreds of billions on AI infrastructure, pushing supply chains to the limit.

Memory shortages are raising costs for Apple, HP, Dell, and others.

CPUs are surging back because AI inference and AI agents rely heavily on them.

AMD, Intel, and Arm all raised long‑term CPU market forecasts to $100B–$120B+ by 2030.

Competition is intense: AMD gaining share, Arm CPUs rising fast, Intel no longer dominant.

Nvidia still dwarfs everyone with $150B+ expected data‑center revenue in the next two quarters.

-Chart from Barron`s