The Key Takeaways From Intel's Q1 Earnings and Forecast

The Intel story is a CPU story. So in the world of AI, when we move from a place where a lot of the activity is focused on training, very CPU centric to inference running the AI models, Intel is feeling that benefit and frankly they are struggling to keep up with the CPU demand. The little Boutin effect coming in as CEO is kind of to been to reorganize the company around that effort to take supply where they have it and get it to meet a match demand.But the reality is that customer demand for CPU is outpaci ...