Both Intel and AMD have warned Chinese customers of delays on server CPU shipments, report says, as AI demand begins to eat into the processor market

Both Intel and AMD have notified Chinese customers of supply shortages affecting their respective server CPUs, according to a Reuters report, with up to a six-month lead time on Intel chips.

While much noise has been made regarding AI GPUs and their effect on the memory market in recent months, server CPUs are also in high demand as the AI boom continues to bear fruit.

In the case of Intel, the Chinese market alone is said to account for 20% of its overall revenue. Reuters' sources...