Home Speakers Lip-Bu Tan Quote 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...
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More from Lip-Bu Tan 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. Filing Intel Q1 2025 earnings release (SEC Form 8-K, Exhibit 99.1) Apr 24, 2025
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...
On the same topics Blog Banning self-recursive improvement in AI models? Sep 22, 2026
If the top U.S. labs have to give up on what is supposed to be really important, they will look very “catchable.” The policy creates a big incentive for some other parts of the world to invest a lot more in compute. Blog Frontier Overhangs Sep 21, 2026
A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure. Blog Why I still haven't bought into true RSI Sep 19, 2026
I have my doubts that the labs can afford to spend a constant portion of this compute on internal R&D as the total volume goes up, especially with plans to IPO, as they face increased scrutiny on basic economics. Blog Why I still haven't bought into true RSI Sep 19, 2026
It is important to not confuse massive steps in inference-time scaling, a dynamic which should be fairly predictable, with being the outputs of RSI, which is highly uncertain. Podcast Dwarkesh Podcast: Agent swarms, alignment, and recursive self-improvement Sep 17, 2026
If you have five hours, you’re probably going to do a lot better. The AI models are pretty similar. 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... About this quote 
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