Intel CEO: AI Hardware Shortage to Last Two to Three Years

Intel CEO Lip-Bu Tan said at a DBS conference in Singapore that the AI hardware shortage will persist for another two to three years due to supply chain constraints. He added that the industry must demonstrate return on investment to sustain investor interest, and predicted quantum computing could go mainstream within three to five years.

• Tan: AI hardware shortage to last 2–3 years
• Intel's Data Center and AI revenue grew 59% year over year
• GPU-to-CPU ratio in AI training fell from 8:1 to 4:1
• Quantum computing could go mainstream in 3–5 years