Intel Corporation (INTC.US) CEO Lip-Bu Tan said yesterday (2nd) at Computex Taipei that agentic AI requires new architectures, and central processing units (CPUs) are crucial for reinforcement learning and orchestration, opining that demand is rising, but supply is constrained.

He stressed that Intel places great emphasis on supply to ensure it can meet customer demand and keep clients satisfied. Over the past four weeks, many CEOs have called him requesting more CPUs. He has asked his executives to assist in expediting efforts in hopes of catching up with customers' timelines.

He added that Intel has made notable progress in its foundry business and is in talks with many potential customers.

Regarding Intel's relationships with Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) and NVIDIA Corporation (NVDA.US), Tan said Intel does not view others as competitors but values collaboration. NVIDIA is a good friend of Intel and one of its largest shareholders, while Intel is a customer of TSMC, with many of its products relying on TSMC.
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