Sources say Intel (INTC.O) and AMD (AMD.O) are negotiating long-term purchase agreements with Chinese server customers for data-center processors. Deals under discussion typically lock volumes but not prices; most cover roughly one year of supply, though one source said both companies have also discussed two-year-or-longer commitments with some customers. CPU shortages could be a key topic Intel may address when it reports quarterly results on Thursday.

2026-07-23

Sources say Intel (INTC.O) and AMD (AMD.O) are negotiating long-term purchase agreements with Chinese server customers for data-center processors. Deals under discussion typically lock volumes but not prices; most cover roughly one year of supply, though one source said both companies have also discussed two-year-or-longer commitments with some customers. CPU shortages could be a key topic Intel may address when it reports quarterly results on Thursday.