据澎湃，人工智能对基础设施的需求产生强大的虹吸效应，继存储芯片缺货价格上涨后，CPU芯片也面临供应短缺。2月6日，据外媒报道称，知情人士透露，英特尔和AMD已通知中国客户，其服务器用中央处理器（CPU）出现供应短缺问题。英特尔还警告称，未来交货期最长可能达到六个月。向供应链求证，一位知情人士表示，确实个别产品会供应紧张，需要提前提交市场需求预测。知情人士称，两家企业近几周刚向中国客户发出上述供货通知，这也意味着CPU的供应短缺问题进一步升级，国内AI企业及诸多制造业厂商的生产经营压力或将进一步加大。
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