How Intel is riding the ‘CPU comeback’ as AI shifts - and where China stands
Intel CEO Lip-Bu Tan stated that the central processing unit (CPU) is reasserting itself as the foundation of the AI era, driven by surging demand due to increasing AI agentic capabilities. Intel's data centre business revenue rose 22 per cent to US$5.1 billion in the first quarter.
Intel is experiencing a rebound, driven by surging demand for CPUs due to increasing AI agentic capabilities. The company's data centre business revenue rose 22 per cent to US$5.1 billion in the first quarter. Intel CEO Lip-Bu Tan said the CPU is reasserting itself as the indispensable foundation of the AI era. Intel shares rose about 20 per cent in after-hours trading after beating first-quarter earnings estimates. The CPU renaissance marks a shift away from the earlier narrative of 'more GPUs, more compute'. China's standing in designing and manufacturing CPUs in the AI age is also being evaluated.
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