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Lip-Bu Tan quote, Apr 24, 2025

CEO, Intel · Apr 24, 2025 · Earnings, Intel Q1 2025 earnings release (SEC Form 8-K, Exhibit 99.1)

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

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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...Jul 23, 2026· Earnings
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

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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
In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year-over-year.Hock TanSep 2, 2026· Earnings
The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.Jensen HuangAug 26, 2026· Earnings
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.Lisa SuAug 4, 2026· Earnings
The momentum continues and in Q3 we expect semiconductor revenue from AI to grow over 200 percent year-over-year to $16.0 billion.Hock TanJun 3, 2026· Earnings
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...Lisa SuMay 5, 2026· Earnings
About this quote
Said by
Lip-Bu Tan, CEO, Intel
Where
Intel Q1 2025 earnings release (SEC Form 8-K, Exhibit 99.1)
Topics
Chips
Company
Intel
Source
sec.gov/Archives/edgar/data/50863/000005086325000070/q125_earningsrelease.htm

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