INTEL $INTC CEO: “Demand continued to run ahead of supply for all our businesses, esp for Xeon server CPUs” “CPU is reasserting itself as the indispensable foundation of the AI era” “The ratio of CPU to GPU used to be 1:8 & now it’s 1:4 & I think towards parity or even better” "18A yields are now running ahead of the internal projections.” “Intel 14A maturity yield and performance are outpacing Intel 18A at a similar point in time.” “A year ago, the conversation about Intel was about whether we could survive. Today, it’s about how quickly we can add manufacturing capacity.” "Our collective AI driven businesses now represent 60% of revenue and grew 40% year over year.” “AI revenue was $5.1 billion” and “ASIC growth” was “up more than 30% sequentially and nearly doubling year over year.”