AMD and Intel are reportedly considering raising server CPU prices by up to 15%.
This potential adjustment signals that pricing power is shifting back toward chip manufacturers. The current demand for servers heavily relies on the expansion of AI infrastructure.
AMD specifically seeks to monetize the significant market share and power-efficiency advantages established by its EPYC line of processors.
If implemented, the price increase would likely be passed on to cloud service providers. This action would eventually impact subscription prices for various online services. No immediate market reaction analysis is currently available.