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AIstock investors have essentially been trained to follow a rule to invest in businesses closest to GPUs, data centers, and hyperscaler spending.
Intel (INTC) CEOLip-Bu Tanjust flipped that script on theJune 18 episodeof No Priors: AI, Machine Learning, Tech, & Startups.
Tan believes that the AI trade is effectively moving beyond a simple GPU story and into harder infrastructure layers behind it He effectively laid out a far bigger map of where the semiconductor space is being stretched.
That gives Intel a remarkably ambitious investor narrative, but also a tougher test in proving it can execute where the entire AIsupply chainis under pressure.
Intel CEO Lip-Bu Tan used the No Priors podcast to push the AI investment debate beyond GPUs.
Goldman Sachs has blunt message for AI stock investors Microsoft CEO sends a blunt warning on AI and the tech ecosystem The next AI infrastructure race has nothing to do with chips Perhaps his biggest rationale was that agentic AI is changing the compute mix.
Tan argued that the old training setup relied too heavily on GPUs, but newer AI workloads require much more orchestration, reinforcement learning, and coordination across agents.
That is bringing CPUs back into the discussion.
“Right now, the demand is very high for my CPU,” he said.
For perspective, the AI trade has been dominated by demand for accelerators.
However, Tan feels the next phase also depends on the infrastructure around the accelerator: CPUs, memory, interconnects, packaging, power, and manufacturing capacity.
He also flagged memory as a pressure point, saying “memory is a bigger shortage” as companies scramble for supply.
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