"Check out what Chen Liwu said during Intel's earnings call about CPUs returning to the core of AI: 1. The semiconductor industry TAM is approaching $1 trillion, and Intel is in a strong position with its three key assets: x86 CPUs, advanced packaging, and a massive manufacturing network. 2. AI is shifting from training to distributed inference, reinforcement learning, Agentic AI, physical AI, robotics, and edge AI. CPUs are re-establishing themselves as an indispensable foundation in the AI era. CPUs now act as the orchestration layer and critical control plane for the entire AI tech stack. 3. CPUs are once again becoming the "orchestration layer and critical control plane" of the AI stack: Customers are deploying server CPUs alongside accelerators, and the ratio is swinging back in favor of CPUs. Previously, the CPU-to-GPU ratio was 1:8, but now it’s 1:4 and moving in a better direction. This isn’t just wishful thinking from the company—it’s based on real customer feedback. 4. Accelerators are still important (e.g., heterogeneous collaboration with SambaNova), but the backbone of production-grade AI computing is an architecture anchored by CPUs—this is a structural, long-term positive for the x86 ecosystem and Intel. 5. Server CPU unit demand is expected to achieve double-digit growth this year and next year." #Intel #AI #Semiconductors #x86 #CPUs