Intel CEO Pat Gelsinger recently stated at an industry summit that with the rapid expansion of AI agents, CPU demand has far exceeded Intel's current supply capacity, and the company can currently only meet about 50% of the demand from leading-edge customers. He revealed that several CEOs of large tech companies have directly called to request more CPU supply, but the company's production capacity cannot keep up. Gelsinger attributed this shortage to the explosion in CPU demand in AI inference scenarios, believing that CPUs have advantages in agent orchestration, control plane, and multi-threaded task processing that GPUs find difficult to replace.