Amazon AWS is facing a CPU shortage, as the popularization of AI Agents has led to a surge in hashrate demand, requiring internal engineers to wait several days to obtain resources.
According to tech media The Information on August 7, Amazon Web Services (AWS) executives convened an engineering meeting in May this year, demanding that they do everything possible to save hashrate resources to cope with the surge in CPU demand for its EC2 cloud server business due to the explosive popularity of AI Agents. Insiders revealed that CPU resources that AWS internal engineers could previously obtain in a few hours now require several days of waiting. In addition, AWS's "Spot Instances" have also become difficult to obtain in large quantities, indicating that its overall hashrate supply and demand gap is narrowing. Intel executives stated that the ratio of CPU to GPU usage in AI inference has approached 1:1 in July from 1:4 in April, further confirming the trend of rising CPU demand.
Source:华尔街见闻 · Source Link
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