继GPU、存储之后，AI算力的焦虑正式蔓延至CPU领域。从2025年底起，服务器CPU价格飙升近30%，交期甚至拉长到半年，曾经的“AI配角”正重回舞台中心，不仅AMD、英特尔、ARM财报集体炸裂，连英伟达也下场抢食。 本期视频，我们就从Agent爆发、超长上下文、数据中心配比变化等多个角度，拆解这轮CPU短缺背后的真正原因。为什么GPU越强，反而越依赖CPU？为什么AI应用落地，会让整个计算系统的瓶颈发生转移？而各大巨头厂商又在这场新的产能战争里做了哪些布局？ 更重要的是，这轮短缺究竟只是周期性现象，还是AI时代新的长期结构性问题？CPU重新崛起，是否意味着AI基础设施正在进入下一阶段？ 时间轴： 00:00 CPU需求暴涨， “三巨头”集体交出炸裂财报 01:44 Agent兴起：GPU越快，CPU越堵 02:55 百万Token时代：上下文越长，CPU活越多 04:04 晶圆生产：台积电售罄，英特尔良率爬坡 05:01 封装材料：ABF载板引发的连锁短缺 05:39 AMD：最大受益者，也是最焦虑的受益者 06:05 英特尔：加价30亿美元买回产能控制权 06:26 英伟达与Arm：CPU市场的新入局者 ...

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Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go down to the closing bell and stocks are ripping higher here.Getting a big boost from tech earnings. Our very own Jared Blickery has the latest moves. Jared, >> that's right, Josh.But it's not just tech, it's industrials. Well, lots of things are flying. So, let's get to the Wi-Fi Interactive.We got the Dow up 600 points. That's good for one and a quarter percentage points. And you can see ...

⚡ LATEST: AMD hits record highs on AI demand, adding billions in value and driving a global semiconductor rally. https://t.co/7y9BKfiUPs ...

>> "BLOOMBERG TECH" IS LIVE FROM COAST TO COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: THIS IS "BLOOMBERG TECH." COMING UP, AI ENTHUSIASM IS BACK AS AMD RALLIES ON A BLOCKBUSTER FORECAST. PLUS, DISNEY POSTS STRONGER RESULTS THAN EXPECTED THANKS TO IMPROVED PROFITABILITY AND IS STREAMING BUSINESS, AND WE SPEAK WITH THE UBER CFO AS THE PLATFORM POSTS A SECOND QUARTER OUTLOOK THAT ALSO BEAT EXPECTATIONS.FIRST, WE RETURNED WITH MARKETS THAT ARE RISK ON. A LOT OF THAT HAS TO DO ...

FREE CREDIT AND YOU'RE FIRST WIN GUARANTEED. GUARANTEED. >> SHARES OF AMD ARE SURGING FOLLOWING INCREDIBLE EARNINGS AND SIGNS OF GROWING CONFIDENCE ABOUT THE AI BUILD OUT, INCLUDING THE GENETICS AND HOW MUCH CPU THEY NEED.JOINING US NOW EXCLUSIVELY, AMD CHAIR AND CEO LISA SU. LISA I WOULD BE I WOULD BE WRONG AND REMISS NOT TO START BY SAYING CONGRATULATIONS ON AN AMAZING QUARTER AND AN EVEN BETTER FORECAST. >> THANK YOU JIM.IT'S GREAT TO BE HERE WITH YOU GUYS. >> OKAY, SO LISA, YOU KIND OF JAWS DROPPED WHEN ...

Welcome to Market Catalyst. I'm Julie Hyman. 30 minutes into the US trading day. Let's take a look at what's going on with the major averages here. We do have stocks pushing higher. Now, initially this morning, the futures seemed to get a lift by a report from Axios that the administration said it was closer to coming to some kind of agreement with Iran. Now, even after Iran came out and said, "We're not necessarily agreeing to some of the stipulations that were reported on in the Axios article, some of tha ...