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Intel and AMD are locking Chinese AI data centers into multi-year CPU deals as a 40% price surge signals a shortage nobody saw coming

Intel and AMD are signing multi-year CPU supply deals with Chinese AI data-center operators as server CPU prices surge more than 40% since January 2026 and lead times stretch to six months. The deals expose a growing gap in US chip export policy: Washington restricts Nvidia GPUs but leaves the server processors that power the same AI clusters untouched.