Home Speakers Hock Tan Quote 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...
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On the same topics 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 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 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... 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... Letter 2025 Letter to Shareholders April 2026
At scale, we expect Trainium will save us tens of billions of capex dollars per year, and provide several hundred basis points of operating margin advantage versus relying on others’ chips for inference. About this quote 
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