AI demand continues to outpace supply despite data center buildout

“That’s our job as an industry, and we are focused on it.”

“Nadella urged for robust regulations and standards governing advanced AI systems.”

“I used to always think that alignment would just fall out. I no longer believe that. I think this alignment thing may be a harder, different problem.”

“Intel CEO Lip-Bu Tan said Thursday that he’s “disappointed” the company was “not able to meet strong demand” in the third quarter as he cited “near-term challenges” that included supply…”

“The industry continues to navigate one of the most significant supply shortages in the [sic] history, driven by the unprecedented demand for super intelligence,”

“Nova Lake, our first Intel 18A-P client product, is tracking ahead of schedule, with design wins expecting to be twice those of Panther Lake at launch.”