Intel: Chip Shortage Slows AI Infrastructure

On January 23, 2026, Intel shares dipped following a forecast that missed Wall Street expectations. The company admitted facing significant difficulties in meeting the explosive demand for server processors for AI data centers. Production lines are overloaded, and supply chains are struggling to keep up with orders.

Intel's statement confirms a global trend: the bottleneck of the AI revolution is becoming not software, but physical infrastructure (silicon and electricity). Despite aggressive attempts to catch up with Nvidia, Intel faces the reality of manufacturing complex chips. Analysts warn that hardware shortages could slow the pace of AGI adoption in 2026.

Source: Reuters / Intel