Di Yi Cai Jing Zi Xun·2026-02-04 00:04Core Viewpoint - Intel's CEO Pat Gelsinger announced the appointment of a new chief architect to advance GPU development, aiming to capitalize on the rapidly growing demand for AI data centers [1] Group 1: AI Demand and GPU Development - The demand for AI computing power is surging, significantly increasing reliance on GPUs and storage chips [1] - The current shortage of storage chips is identified as the "biggest challenge" facing AI development, with supply-demand imbalances expected to persist until 2028 [1] Group 2: Customer Engagement and Manufacturing - Multiple clients are engaging with Intel's foundry business, showing interest in the 14A process technology [1] - Mass production related to this technology is anticipated to accelerate later this year [1]