Intel: CEO Lui-Bu Tan talks about quantum acquisition
Article excerpt
Highlighted: the sentence this signal was extracted from
Artificial intelligence could represent a massive market for Intel's CPUs. Its CEO anticipates colossal growth and defends the energy efficiency of its processors compared to GPUs in this field. Lip-Bu Tan, Intel's CEO, believes that the total addressable market for his company's CPUs, driven by demand for AI agents, could reach 200 billion euros within five years. He reaffirmed the strengths of processors for AI computing during the company's latest earnings call, also mentioning the recent acquisition of quantum computing company Classiq. Tan explained that he personally uses this AI agent technology to prepare for his days. He defended the efficiency of CPUs, emphasizing that controlling energy consumption is becoming essential for the development of AI. According to him, processors perform much better for deterministic tasks, while GPUs excel at "thinking tasks." "While a reasoning query on a GPU can consume several watt-hours of energy, a single CPU query might cost only a few joules." Tan's optimism is notable regarding the future of CPUs in agentic AI. He detailed his forecasts for this rapidly expanding market. "By applying even conservative estimates to the total number of digital agents and CPU-served agents, it is easy to anticipate a massive TAM in dollars and units for CPUs over the next five years. According to our estimates, the CPU server TAM, largely driven...
Keep reading with a free account
The rest of this article, and every signal for Intel, is in your free account.
