Intel (INTC) CEO says couple customers knocking on his door now after 18a process tech doing well; of there is any slowdown, it would be from memory - Cisco AI summit
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- Knowledgeable people told him the US is behind China on open-source AI.
- CEO was shocked to find Huawei has hired top chip architects.
- Will build GPUs in the future.
- Doubling down on glass as key material for chipmaking.
- ‘No relief’ on memory shortage until 2028.
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