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Lip-Bu Tan quote, Jul 23, 2026

CEO, Intel · Jul 23, 2026 · Earnings, Intel Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1)

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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Words found on the source page on Sep 25, 2026.

More from Lip-Bu Tan

Quote
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...Apr 23, 2026· Earnings
Our conviction in the essential role of CPUs in the AI era continues to grow...Jan 22, 2026· Earnings
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.Apr 24, 2025· Earnings
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...Apr 24, 2025· Earnings

On the same topics

Quote
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.Tyler CowenSep 22, 2026· Post
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.Ben ThompsonSep 21, 2026· Post
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.Nathan LambertSep 19, 2026· Post
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.Nathan LambertSep 19, 2026· Post
If you have five hours, you’re probably going to do a lot better. The AI models are pretty similar.Noam BrownSep 17, 2026· Interview
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...Hock TanSep 2, 2026· Earnings
About this quote
Said by
Lip-Bu Tan, CEO, Intel
Where
Intel Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1)
Topics
Compute, Chips
Company
Intel
Source
sec.gov/Archives/edgar/data/50863/000005086326000155/q226earningsrelease.htm

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