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Intel CEO Gelsinger: ‘We’re Going To Build AI Into Every Product We Build’

Wade Tyler Millward

‘We firmly believe in this idea of democratizing AI, opening the software stack and creating and participating with this broad industry ecosystem that’s emerging. It’s a great opportunity and one that Intel is well-positioned to participate in,’ Intel CEO Pat Gelsinger said on the company’s earnings call.

Intel CEO Pat Gelsinger told listeners on the chipmaker’s latest quarterly earnings call that AI will become part of every business and an inflection point for the PC market, with his company readying to meet customer demand.

“We see AI as a workload, not as a market, which will affect every aspect of the business—whether it’s client, whether it’s edge, whether it’s standard data center, on-premises enterprise or cloud,” Gelsinger said Tuesday while reporting results for the Santa Clara, Calif.-based chipmaker’s second fiscal quarter, which ended July 1.

“We’re going to build AI into every product that we build—whether it’s a client, whether it’s an edge platform for retail and manufacturing and industrial use cases. Whether it’s an enterprise data center. … We firmly believe in this idea of democratizing AI, opening the software stack and creating and participating with this broad industry ecosystem that’s emerging. It’s a great opportunity and one that Intel is well-positioned to participate in.”

[RELATED: Intel Q2 Earnings Results: Chipmaker Chases AI Opportunity Amid Inventory Glut]

Intel Q2 Results

Gelsinger has placed his bets on Meteor Lake, a next-generation processor planned for the fall, as a way for Intel to own the coming AI PC moment. He wants Intel to have a repeat of how the vendor’s Centrino wireless computer network adapters helped the spread of Wi-Fi in the 2000s.

“We do see Meteor Lake ushering in the AI PC generation where you have tens of watts responding in a second or two,” he said. “And then AI is going to be in every hearing aid in the future—including mine—where it’s 10 microwatts and instantaneous. … AI drives workloads across the full spectrum of applications.”

Ai will be “infused in everything,” he told listeners.

“There’s going to be AI chips for the edge. AI chips for the communications infrastructure. AI chips for sensing devices. For automotive devices,” he said. “And we see opportunities for us, both as a product provider and as a foundry and technology provider across that spectrum.”

The CEO’s comments and a profitable second fiscal quarter appeared to excite investors Tuesday, with its stock price growing 8 percent after hours to about $37 a share.

Here’s what else Gelsinger had to say on the call.

 
Wade Tyler Millward

Wade Tyler Millward is an associate editor covering cloud computing and the channel partner programs of Microsoft, IBM, Red Hat, Oracle, Salesforce, Citrix and other cloud vendors. He can be reached at wmillward@thechannelcompany.com.

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