‘CPUs are cool again,’ Intel and AMD reporting spikes in CPU demand due to agentic AI, shortages — Lisa Su says business exceeded expectations while Intel is looking at long-term agreements with potential customers

March 6, 2026

, By Tom’s Hardware

‘CPUs are cool again,’ Intel and AMD reporting spikes in CPU demand due to agentic AI, shortages — Lisa Su says business exceeded expectations while Intel is looking at long-term agreements with potential customers

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Both AMD and Intel said during the 2026 Morgan Stanley Technology, Media & Telecom Conference that demand for CPUs is seeing an uptick due to artificial intelligence. Intel CFO David Zinsner said during his question and answer (via Investing.com) that “the CPU has become cool again this year,” especially as AI agents need CPUs to orchestrate the computationally-heavy tasks that the GPUs and NPUs will execute. It has even started seeing customers who are looking at long-term agreements, ensuring…

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‘CPUs are cool again,’ Intel and AMD reporting spikes in CPU demand due to agentic AI, shortages — Lisa Su says business exceeded expectations while Intel is looking at long-term agreements with potential customers

March 6, 2026

, Published By Tom’s Hardware

‘CPUs are cool again,’ Intel and AMD reporting spikes in CPU demand due to agentic AI, shortages — Lisa Su says business exceeded expectations while Intel is looking at long-term agreements with potential customers

Both AMD and Intel said during the 2026 Morgan Stanley Technology, Media & Telecom Conference that demand for CPUs is seeing an uptick due to artificial intelligence. Intel CFO David Zinsner said during his question and answer (via Investing.com) that “the CPU has become cool again this year,” especially as AI agents need CPUs to orchestrate the computationally-heavy tasks that the GPUs and NPUs will execute. It has even started seeing customers who are looking at long-term agreements, ensuring…

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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Previous News

Congress Extends ISS, Tells NASA To Get Moving On Private Space Stations

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Save 43% on These Editors’ Choice-Winning Anker Soundcore Liberty 4 NC Earbuds

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