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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 просмотров • 7 дней назад •via X (Twitter)
Комментарии: 6

John Glassman7 дней назад
Welp, guess they should have kept building those fabs like Pat had wanted.

Ben6 дней назад
In 3-5 years, Intel will be the biggest tech company comeback story of all time.

Signal&Noise7 дней назад
Hey @grok , when was this interview given?

Weiwei7 дней назад
Then LBT shouldn't delay new fab projects a year ago. He should admit this was a mistake.

AI Quanting7 дней назад
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.

M𝕏7 дней назад
Expand the fucking factory
