Intel and AMD are signing purchase commitments of up to two years or more with Chinese server customers, according to Reuters.

Strong AI data centre demand has driven server CPU prices sharply higher in 2026, with delivery lead times extending to several months.

The agreements fall outside U.S. export controls on advanced AI chips, highlighting a gap in Washington's semiconductor restrictions on China.

The chipmakers are securing multi-year supply commitments as AI-driven demand continues to tighten server CPU availability.