Our CPUs Are Back piece is the work weve been pointing people to whenever they ask why server CPU revenue, which was sup…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-25
SemiAnalysis promotes their research explaining why server CPU revenue, widely expected to stagnate under AI GPU dominance, is instead recovering and behaving like an early-cycle growth category.
Extraction
Topics: semiconductor-industryserver-cpusai-infrastructurehardware-market
Claims
- Server CPU revenue, widely predicted to stagnate as AI shifted spending to GPUs, is unexpectedly recovering.
- Server CPU revenue is exhibiting early-cycle growth behavior rather than the secular decline analysts expected.
Key quotes
Our CPUs Are Back piece is the work weve been pointing people to whenever they ask why server CPU revenue, which was supposed to be dead, is suddenly behaving like an early-cycle category again.