Intel CEO: server CPU market for agentic AI to hit $200B

Intel CEO Lip-Bu Tan said on the earnings call that the server CPU TAM driven by agentic AI workloads could grow fivefold, from $40 billion to more than $200 billion over five years. He also said the Classiq acquisition will make Intel a "full stack revenue-generating" quantum computing company.

• Server CPU TAM seen rising from $40B to $200B+ in five years
• Tan: a CPU query costs joules, GPU reasoning costs watt-hours
• Classiq adds QPUs to Intel's CPU, GPU and ASIC lineup
• Intel recently acquired Israeli quantum firm Classiq