Intel insider claims CPU shortage is real as everyone rushes to build ARM chips
RihardJarc · x · 2026-09-21
A thread citing a purported high-ranking Intel employee: the current CPU shortage is real, though there's hype. The market splits between Intel/AMD's x86 offerings and data-center-specific CPUs like Amazon's Graviton and Microsoft's Cobalt. Right now, 'everyone who thinks they can make an ARM CPU is making one,' signaling a large-scale ARM push into servers.
Related event: Intel insider: CPU shortage is real as cloud giants build own chips(2 posts)→
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