At the Cisco AI Summit, Intel CEO Lip-Bu Tan says the company plans to build GPUs and has already hired a chief GPU architect
Intel (INTC.O) CEO Lip-Bu Tan on Tuesday said the company plans to build graphics processing units (GPUs), the category of chip popularized by Nvidia (NVDA.O).
The battle for GPUs/Compute of internal software teams at hyperscalers vs. GPUs that make money is a fascinating dynamic for 2026. $MSFT indicated this tension, and I expect the same issue at AWS and GCP.