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$INTC Lip-Bu Tan admits Intel can fill only half its CPU orders and apologizes when CEOs call him "Yeah, I think inferencing is very important. When you want to drive some of this reinforced learning, and also in terms of agentic AI, CPU is the best." "GPU is very...

75,163 Aufrufe • vor 7 Tagen •via X (Twitter)

6 Kommentare

Profilbild von John Glassman
John Glassmanvor 7 Tagen

Welp, guess they should have kept building those fabs like Pat had wanted.

Profilbild von Ben
Benvor 6 Tagen

In 3-5 years, Intel will be the biggest tech company comeback story of all time.

Profilbild von Signal&Noise
Signal&Noisevor 6 Tagen

Hey @grok , when was this interview given?

Profilbild von Weiwei
Weiweivor 6 Tagen

Then LBT shouldn't delay new fab projects a year ago. He should admit this was a mistake.

Profilbild von AI Quanting
AI Quantingvor 6 Tagen

The interesting part is who is asking. He says the requests come from founders he backed at the frontier model layer, not from the usual server buyers. CPUs for orchestration is a new demand line, and it is arriving from the software side.

Profilbild von M𝕏
M𝕏vor 6 Tagen

Expand the fucking factory

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