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On June 2, 2026, Intel's CEO, Chen Liwu, articulated at Computex Taipei that the demand for CPUs is experiencing sustained growth, yet the supply side continues to grapple with limitations. In the preceding four weeks, Chen Liwu has been inundated with calls from the CEOs of numerous companies, all clamoring for a greater allocation of CPUs. This scenario, he suggested, presents a promising opportunity for Intel. He further emphasized that the ascent of agent AI has significantly amplified the criticality of CPUs. Proxy AI, he explained, necessitates innovative architectural designs, with CPUs playing a pivotal role in reinforcement learning and system orchestration. The burgeoning demand in this domain, he remarked, is a thrilling development.
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