Home Speakers Lip-Bu Tan Quote The first quarter was a step in the right direction, but there are no quick fixes as we work to get back on a path to gaining market share and driving sustainable growth...
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More from Lip-Bu Tan Filing Intel Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1) Jul 23, 2026
AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network... Filing Intel Q1 2026 earnings release (SEC Form 8-K, Exhibit 99.1) Apr 23, 2026
The next wave of AI will bring intelligence closer to the end user, moving from foundational models to inference to agentic. This shift is significantly increasing the need for Intel’s CPUs and wafer and advanced packaging offerings... Filing Intel Q4 2025 earnings release (SEC Form 8-K, Exhibit 99.1) Jan 22, 2026
Our conviction in the essential role of CPUs in the AI era continues to grow... Filing Intel Q1 2025 earnings release (SEC Form 8-K, Exhibit 99.1) Apr 24, 2025
I am taking swift actions to drive better execution and operational efficiency while empowering our engineers to create great products. We are going back to basics by listening to our customers and making the changes needed to build the new Intel.
On the same topics Filing Broadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) Sep 2, 2026
Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter... Filing Broadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) Sep 2, 2026
In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year-over-year. Filing NVIDIA Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1) Aug 26, 2026
The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment. Filing AMD Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1) Aug 4, 2026
More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead. Filing Broadcom Q2 FY26 earnings release (SEC Form 8-K, Exhibit 99.1) Jun 3, 2026
The momentum continues and in Q3 we expect semiconductor revenue from AI to grow over 200 percent year-over-year to $16.0 billion. Filing AMD Q1 2026 earnings release (SEC Form 8-K, Exhibit 99.1) May 5, 2026
We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth... About this quote 
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