The high demand for artificial intelligence infrastructure can also affect companies’ pockets: reports indicate that server prices AMD e Intel can go up up to 15% shortly.
According to recent estimates from the investment bank KeyBancthe stocks of processors for Data Centers from both manufacturers for this year would already be practically compromised, forcing an adjustment in values to balance supply.
Out of stock and the update cycle
The “frenzy” for AI has consumed the availability of CPUs for servers. Most of this pressure comes from so-called hyperscalers (like Google, Amazon and Microsoft), which are in an aggressive hardware renewal cycle.
The objective of these companies is to integrate latest architectures in your racks to handle heavy artificial intelligence workloads. Therefore, the report points out that both the AMD as for Intel sold most of their expected inventories for the remaining 2026.
Therefore, with the scarcity of parts for immediate delivery, semiconductor giants would be evaluating the supply and demand relationship to create a price increase between 10% e 15% and thus ensure supply stability and capitalize on urgent demand from the corporate sector.
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Transition to new architectures: Turin and Granite Rapids
The movement is nothing new and is common practice in the cutting-edge technology market. When companies’ hunger for hardware renewal increases, prices follow suit.
After all, companies are replacing old architectures with more efficient solutions, such as processors 5th Gen AMD EPYC (codename Turinbased on Zen 5) and the Intel Xeon family of chips Granite Rapids.
Server CPU shipments are expected to grow up to 25% this year only, signaling immense revenue potential for the hardware segment.
While the Intel seeks to regain ground and expand its exposure to large cloud customers (particularly with its still-developing AI accelerator business), AMD must maintain its aggressiveness.
The company is already preparing the ground to introduce processors EPYC Venicemanufactured in 2nm lithography, scheduled to hit the market in the second half of 2026 as a disruptive offer.
The current outlook suggests that, even with the massive focus on GPUs for AI and the high demand for RAM and SSD memory, the CPU remains a vital and sought-after component in the server ecosystem.
For IT managers and enthusiasts who follow the market, the message is that the availability of high-performance Silicon will be a logistical and financial challenge in the coming months in all components.
Sources): KeyBanc (via Jukan)
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Source: https://www.adrenaline.com.br/hardware/amd-intel-cpu-servidor-precos/
