How Intel is riding the ‘CPU comeback’ as AI shifts - and where China stands
SCMP Tech / 4/24/2026
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Key Points
- Intel CEO Lip-Bu Tan argues that a “CPU comeback” is underway as AI workloads shift attention back to CPUs as a foundational compute component.
- He says Intel’s view is driven by customer feedback rather than speculation, positioning CPUs as indispensable infrastructure for the AI era.
- The article links Intel’s renewed emphasis on CPUs to the AI-era dominance of GPUs, suggesting a balance is forming as enterprises and data centers reassess hardware needs.
- It also examines where China stands in CPU design and manufacturing, focusing on the country’s capabilities and progress in the AI-chip supply landscape.
- Intel’s stock reaction described in the excerpt (up about 20% around the earnings-call context) signals investor interest in the durability of the CPU strategy.
The central processing unit (CPU) – the chip technology that drove Intel’s sales and profits for decades but was overshadowed by the graphics processing unit (GPU) in the AI age – is making a comeback.
That’s according to Intel CEO Lip-Bu Tan, speaking on the company’s latest earnings call. “The CPU is [reasserting] itself as the indispensable foundation of the AI era,” he said. “This isn’t just our wishful thinking, it’s what we hear from our customers.”
Intel shares rose about 20 per cent in...
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