On September 29, IT Home reported a September 28 TrendForce note: under demand from AI agents, worldwide server CPU lead times have stretched to 25 to 30 weeks, against a usual 16 to 20. This piece did not open the TrendForce note. The figures are IT Home’s account.
[1]
TrendForce uses Meta’s Muse as the example. Agents are described as a main direction in AI infrastructure, and as a push on server CPU demand. The account of Muse says it can run multi-step tasks and reach websites through a cloud browser. It can keep working in the background after the user closes the app. A Sentinel mechanism keeps watching the environment. Muse runs in its own virtual machine, each machine has its own browser, and the machine stores user data and credentials.
Meta had earlier proposed a dedicated virtual machine per Muse user: 2 virtual CPUs, 8GB of memory, and a 100GB solid-state drive. TrendForce then says that would require millions of additional CPUs. That is the firm’s inference from this configuration, not a purchase quantity Meta states in the article.
[1]The same article says DRAM supply is still very tight. In a balanced market the supply cycle is 20 weeks, against a normal 8 weeks. Talk of tight supply and higher prices is heating up for the fourth quarter of 2026 through the first quarter of 2027. That, too, is a paraphrase, not a price this piece checked.
[1]要点
- TrendForce puts server CPU lead times at 25 to 30 weeks, against a usual 16 to 20.
- The example is Meta Muse: background work, a virtual machine per user, and Sentinel. The spec is 2 vCPUs, 8GB of memory, and 100GB of storage.
- Millions of extra CPUs are TrendForce’s inference from that spec, not a published order.
- DRAM’s supply cycle is 20 weeks in a balanced market, against a normal 8. The TrendForce note was not opened.