Intel CEO Pat Gelsinger discusses the company's progress and future plans

TLDRIn this interview, Intel CEO Pat Gelsinger provides updates on the company's performance and shares the vision for future growth. He talks about Intel's focus on regaining technology leadership, the progress in the foundry business, and the timeline for achieving key milestones. Gelsinger also discusses the demand for data center CPUs, the importance of AI in PC technology, and Intel's commitment to global supply chain resilience. He addresses questions about market share, competition in the accelerator market, and Intel's support for its teams worldwide. Finally, Gelsinger expresses his optimism for the future of Intel and the potential for the company's AI-focused products.

Key insights

📈Intel is committed to regaining technology leadership and achieving key milestones in the foundry business.

💻AI is an important focus for Intel, with the launch of AI PC technology and plans to ship over 40 million AI CPU units by 2024.

🌍Intel emphasizes the importance of global supply chain resilience and balanced supply chains across different regions.

💪Intel sees momentum and growth in the accelerator market, with strong demand for its AI-focused products.

🌟Intel CEO Pat Gelsinger is optimistic about the future of the company and the potential for its AI-driven technologies.

Q&A

What is Intel's focus in the foundry business?

—Intel is focused on regaining technology leadership and achieving key milestones in the foundry business. They aim to see progress in the foundry business every quarter and build capacity for a decade of underinvestment.

What is Intel's vision for AI in PC technology?

—Intel is focused on making AI accessible and powerful on PCs. They have launched AI PC technology and are aiming to ship over 40 million AI CPU units by 2024.

What is Intel's strategy for global supply chain resilience?

—Intel's core strategy is to build globally resilient supply chains that are balanced across different regions. They aim to support the global markets they serve with a strategy that can adapt to challenges around the world.

What is Intel's position in the accelerator market?

—Intel is seeing momentum and growth in the accelerator market, with strong demand for its AI-focused products. They have a compelling solution for enterprise customers and have received support from various companies for their accelerator and Zon+ accelerator strategy.

What is Intel CEO Pat Gelsinger optimistic about?

—Pat Gelsinger is optimistic about the future of Intel and the potential for their AI-driven technologies. He believes the company is well-positioned for the biggest cycle of PC refresh and expansion seen in decades.

Timestamped Summary

00:00Intel CEO Pat Gelsinger provides updates on the company's performance and future plans.

10:40Gelsinger expresses optimism for the future of Intel and the potential for the company's AI-driven technologies.

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