Lip Bu Tan

Intel's Lip-Bu Tan on Agentic AI & Partner Networks

Intel and pals cram 36,864 CPU cores into a 100kW rack while chasing the agentic AI dragon

Intel is working with Foxconn and other infrastructure providers to develop rack-scale reference designs based on the chipmaker’s Xeon processors. Announced during Intel’s Computex keynote on Tuesday, these blueprints aim to provide greater CPU compute densities for running AI agents at scale. While AI models predominantly run on GPUs and other AI accelerators, the agent harnesses, like OpenClaw, which are used to connect them to tools, terminal shells, code interpreters, and other APIs,...

Intel bit off more than it could chew with 18A process node

Intel is keen to reassure investors that its troubles with the 18A manufacturing process were a one-off, and that it is better positioned to capitalize on what it expects will be growing demand for CPUs used in AI inference workloads. Speaking at the Bank of America 2026 Global Technology Conference in San Francisco, Chipzilla’s chief financial officer David Zinsner claimed that the firm simply bit off more than it could chew in trying to move too fast with the new process node. “I would say...

Huawei's chip law looks less like Moore and more like marketing

We're starting a position in a chipmaker that is benefiting from the AI boom in multiple ways

Shortly after the opening bell, we will be initiating a position in Intel , buying 400 shares at roughly $114. Following the trade, Jim Cramer's Charitable Trust will own 400 shares of INTC with a weighting of about 1.10%. We're jumping on the recent pullback in Intel to initiate a new position in this chipmaker.

Intel's mysterious new datacenter GPU is what Nvidia's Rubin CPX nearly was

Intel offered new insights into its next-gen datacenter GPU codenamed Crescent Island. Alongside supporting enterprise AI deployments, the GPU could fill the void left by Nvidia's Rubin CPX GPUs, which were seemingly shelved late last year following its acquisition of Groq. As datacenter GPUs go, Intel's Crescent Island is certainly an odd duck.

Pay workers 'as much as possible': Nvidia's Jensen Huang

Pay workers 'as much as possible': Nvidia's Jensen Huang "I pay my employees as much as I can," said Nvidia CEO Jensen Huang, head of the US artificial intelligence hardware giant that is the world's most valuable company. Companies should pay workers "as much as possible", Nvidia boss Jensen Huang said on Tuesday (Jun 2) ahead of a trip to South Korea, where Samsung Electronics recently averted a strike by making an agreement on bonuses with its union. Huang, head of the US artificial...