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The Run On CPUs Begins, With Lead Times Exploding To 25-30 Weeks, Even As Analysts Debate The Quantum Of Demand That Meta Muse Will Generate

Two unlabeled CPUs resting on a colorful silicon wafer, with visible text '3.80GHZ/8M/6.40' on the chip.

It was not too long ago that CPUs were the proverbial runt of the semiconductor litter, relegated to something of a forlorn afterthought, with GPUs commanding the primus designation among compute chips. Yet, with the advent of agentic AI and the attendant need for orchestration, that paradigm began to flip, and gained phenomenal momentum with the launch of personal AI agents, including Meta’s Muse and Spear Street Technology’s Instinct. While some would argue that the oncoming demand from personal AI agents is still too nebulous to have had a noticeable impact on the industry, the latest Trend Force report rebuts […]

Read full article at https://wccftech.com/the-run-on-cpus-begins-with-lead-times-exploding-to-25-30-weeks-even-as-analysts-debate-the-quantum-of-demand-that-meta-muse-will-generate/