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The Pulse #191: a new trend of CPU shortages

A CPU shortage is now emerging after the GPU and memory shortages driven by AI companies, according to The Pulse newsletter, with AI agents consuming significantly more CPU through tool usage. The Pulse advises organizations that will need more compute in the future to secure it now.

by read1 min views1 publishedSep 10, 2026
The Pulse #191: a new trend of CPU shortages
Image: Newsletter (auto-discovered)

The Pulse is a series covering events, insights, and trends within Big Tech and startups.

Today, we cover:

  1. New trend of CPU shortages: after a GPU shortage and memory shortage driven by AI companies, we’re now experienceding a CPU shortage, thanks to AI agents using a lot more CPU with tool usage. If you will need more compute in the future: secure it now…
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