AI inference demand is tightening more than just GPUs

The article frames CPUs as a renewed bottleneck in AI infrastructure, with Chinese CPU vendors seeing opportunity as Intel and AMD supply tightens. That matters for RamTrend because AI servers are not only accelerator purchases; they also require more host compute, memory capacity, storage, and platform components. The signal is indirect. Stronger CPU demand for inference can support broader server builds, which in turn tends to lift demand for server DRAM and SSD capacity. It does not provide a price quote or memory allocation detail. This is best read as an AI infrastructure demand indicator rather than a direct memory-pricing event.