AI Index / Intel Corporation
Intel Corporation (INTC)
Intel is advancing AI by integrating it into its processors and hardware solutions, enabling efficient AI workloads at scale. Its Habana Labs AI processors support deep learning training and inference across various industries. Intel also invests in AI software platforms that optimize edge computing, cloud infrastructure, and autonomous systems.
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Driven by tremendous demand for AI, the semiconductor industry TAM is now approaching $1 trillion. Intel is well positioned to benefit from this demand with 3 strategically important assets: our x86 CPU franchise, our advanced packaging technology and our vast manufacturing network.
- Lip-Bu Tan
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Quotes from intel Executives About Artificial Intelligence and Generative AI
Artificial intelligence is now moving into the real world towards a more distributed inference and reinforced learning workloads like agentic, physical AI and robots and edge AI.
- Lip-Bu Tan
In recent months, we have seen clear signs that the CPU is reinserting itself as the indispensable foundation of the AI era. CPU now serves as the orchestration layer and critical control plane for the entire AI stack.
- Lip-Bu Tan
Our collective AI-driven businesses now represent 60% of revenue and grew 40% year-over-year.
- David Zinsner
This quarter, our teams worked directly and diligently with customers to reach mutually beneficial outcomes in weeks, not months. We value the partnership and support shown by our customers, partners and suppliers as we work to navigate this environment together.
- David Zinsner
Xeon server demand is seeing strong and sustained momentum. Customers are deploying server CPUs along accelerators in the ratio that is moving back towards CPU.
- Lip-Bu Tan
AI PC revenue grew 8% sequentially and now represents greater than 60% of our client CPU mix.
- David Zinsner
We're enabling a new class of mainstream systems that once again set the standard for everyday computing.
- David Zinsner
DCAI revenue was $5.1 billion, an increase of 7% sequentially and 22% year-over-year, well above expectations and reinforcing the strong year of growth for DCAI we signaled 90 days ago.
- David Zinsner