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Intel CEO Says CPU Making Comeback as AI Era Drives Surging Demand
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Tech·24.04.2026Résumé IA

Intel CEO Says CPU Making Comeback as AI Era Drives Surging Demand

Intel CEO Lip-Bu Tan says CPUs are making a comeback in the AI era, with the chip regaining importance as the indispensable foundation for AI workloads. The company beat first-quarter earnings estimates, with data centre revenue rising 22% to US$5.1 billion. Intel shares surged about 20% in after-hours trading, marking a rebound after lagging in the early AI boom. The shift is driven by increasing AI agentic capabilities that are fueling CPU demand, moving away from the earlier "more GPUs, more compute" narrative.

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