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<p>CPUs are sold out! Dylan Patel, chief of the renowned semiconductor analysis firm SemiAnalysis, points out that as the AI workload paradigm evolves from simple text generation to complex "Agents" and "Reinforcement Learning (RL)", CPUs are facing an extremely severe capacity shortage</p>

- The rapid growth of AI agents and reinforcement learning is putting unprecedented strain on general processors (CPUs), which are becoming a new infrastructure bottleneck after GPUs.  
- Major cloud providers are experiencing CPU shortages, forcing them to prioritize AI workloads and sacrifice stability in other areas, which has led to issues like instability on platforms such as GitHub.  
- Prices for CPUs and related hardware are rising as demand surges, while significant increases in memory and storage costs are also observed, indicating a widespread hardware shortage across the industry.

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SemiAnalysis: Agents Explode in Popularity, CPU Becomes New "AI Bottleneck"