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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... show more
75,163 Aufrufe • vor 7 Tagen •via X (Twitter)
6 Kommentare

John Glassmanvor 7 Tagen
Welp, guess they should have kept building those fabs like Pat had wanted.

Benvor 6 Tagen
In 3-5 years, Intel will be the biggest tech company comeback story of all time.

Signal&Noisevor 6 Tagen
Hey @grok , when was this interview given?

Weiweivor 6 Tagen
Then LBT shouldn't delay new fab projects a year ago. He should admit this was a mistake.

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.

M𝕏vor 6 Tagen
Expand the fucking factory
