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Intel knows it needs to ‘leapfrog’ ARM and AMD, says CEO Lip-Bu Tan

Chipzilla changes PC biz name to reflect belief edge and robots could be as valuable one day

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theregister.comStai leggendo6 h fa

Intel knows it needs to ‘leapfrog’ ARM and AMD, says CEO Lip-Bu Tan

Intel Q2 revenue $16.1B (+25%); CEO admits trailing AMD/ARM on servers, bets on Clearwater/Coral and 14A foundry. Severe wafer shortage continues; Intel rebrands PC 'Client Computing and Physical AI,' signaling edge AI/robotics as $8B growth driver.

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giovedì 23 luglio 2026·zerohedge.com
Intel Saves The Tech Day, Sees 15-Year High For Sales Growth, "Unprecedented Demand"
"AI is driving unprecedented demand for compute.."
giovedì 23 luglio 2026·theverge.com
Intel reports its “strongest revenue growth in more than fifteen years.”
The partially government-owned chipmaker’s Q2 2026 revenue increased 25 percent from last year, with data center and AI revenue up 59 percent. CEO Lip-Bu Tan: > AI is driving…

Intel knows it needs to ‘leapfrog’ ARM and AMD, says CEO Lip-Bu Tan

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Intel knows it needs to ‘leapfrog’ ARM and AMD, says CEO Lip-Bu Tan

Timeline cronologica

Intel Saves The Tech Day, Sees 15-Year High For Sales Growth, "Unprecedented Demand"

Intel reports its “strongest revenue growth in more than fifteen years.”

Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unp

Intel looked like a fallen giant. Now it's posting its fastest revenue growth in 15 years.

Intel reports its “strongest revenue growth in more than fifteen years.”

Intel Saves The Tech Day, Sees 15-Year High For Sales Growth, "Unprecedented Demand"

Intel looked like a fallen giant. Now it's posting its fastest revenue growth in 15 years.

Intel knows it needs to ‘leapfrog’ ARM and AMD, says CEO Lip-Bu Tan

Intel CEO Lip-Bu Tan Eyes $100 Billion Custom AI Chip Market, Backs $20 Over Billion CapEx Push Amid 'Unp