Now, ladies and gentlemen, please give a warm welcome to the CEO of Intel, Lip-Bu Tan. Good evening. This is the Elephant Mountain, 1,000 step to 184 meter. I survived. I came down with one piece, so I'm here. If I walk a little bit slower, then you know I'm exhausted. It's a beautiful view. I highly recommend all of you to do that. Yep. First of all, I think, delighted to be here, and this is an important event. I'd like to get started. About nearly 6 decades ago, a group of brilliant and highly motivated engineers and venture capitalists, including Arthur Rock, Don Val entine, and many others, they found companies like Intel, Apple, and others, broadly set the motion the largest economic known to mankind, create what became known as Silicon Valley. This is a very exciting time, that is a very same ambition and mindset with the semiconductors make across the ocean to spark the creation of Silicon Island right here in Taiwan. I have been very fortunate to associate with the creation of semiconductor industry in Taiwan 40 years ago. 40 years ago, Minister K. T. Li, [Foreign language] 李 國 鼎 資 政, invite me to lay the foundation of venture capital concept in Taiwan. It's a very new concept, and people put money with you, and you play the money, and then you share the profit of 20%, but you don't share 20% of the losses. This is a very unique venture capital concept, but I managed to do that. With the help of Minister K. T. Li and then Development Fund, I start up my venture fund. About the same time, Morris Chang from TI came back to ITRI, and then set up TSMC. It's a very exciting time that I'm being involved in this whole science park, Hsinchu Science Park, and the foundation will become the Silicon Island. I really see the benefit from OEM, ODM, from design to manufacturing, it's all here in Taiwan. Taiwan PC ecosystem has played a critical role in Intel growth and success. In fact, last year, I was here to celebrate Intel 40th anniversary in Taiwan. I want to thank all of the suppliers, partners, and customers for 40 years of partnership with Intel. Thank you. As partnership continue to grow and stronger every year. It has been the year since I step in the role of Intel CEO. To be more precise, 14 months to being CEO of Intel, it may be the first CEO can speak Mandarin. In fact, couple of customer of Taiwan, very important partner for us, they said, "Lip-Bu, also very unusual if a CEO can drink liquor with us." Anyway, I'm part of this community. Execution is always at the top of my list. To do so, we had to bring focus back to the core. At our heart, Intel is an engineering company, that's what I decided from day one I came to become CEO of Intel. I have all the engineering report to me, they are understanding to really drive success in engineering performance. Our customer and partners are always already seeing the shift in Intel showed up. We are just getting started, stay tuned. We have a journey in front of us. Opportunity ahead is enormous, and our job is to stay focused, execute, and deliver. Every year, Intel ship hundreds and millions of SoC, orchestrating silicon across every industry. Working tightly with our partners' ecosystem across each layer of the stack. From silicon, to SoC, to system, and to software. This generates trillions of dollars in value across four core compute ecosystem. First, personal computers. Second, edge, agentic AI, and later physical AI. Third, foundational data centers. Finally, emerging intelligence centers that will power digital agents of the future. Each of these ecosystem represent generational opportunity. Increasingly, each of these will need purpose-built CPU, GPU, and ASIC solutions caters for specific workloads and application. The silicon we are building now will be for human use, and the digital agent use. Let us begin with the ecosystem that started all. To talk more about the PC ecosystem, please join me to welcome to stage our new leader for client compute and physical AI, Alex. Thank you. Thank you. Thank you. Thank you, Lip-Bu. Little story about me. The first time I came to Taiwan was the year 1990. I was fresh out of school, first job, first international trip, first East Asia country I've ever been to, and I came right here in Taipei. I quickly realized, even back then, that the desire to grow, the mindset of win-win and cooperation is all over all of our customers and our partners here in Taiwan. It quickly became one of my favorite countries to visit and work. Now, forward the clock 36 years, I'm here on my first international trip with all the great people here at Intel, and where do I come? Right here to Taipei. Thank you. I can't wait to plan and build a future with you guys. Let's get started. We have a lot to cover. Intel has continuously increased the pace of progress across all PC segments. Workstations, desktops, creators, gamers, premium and mainstream laptops. Every major segment is driven by an Intel system solution. With that vast coverage in mind, we're adding another dimension to scale these products even more effectively. The Intel 18A process is now at full scale. We have a full lineup of products with hundreds of design wins to prove that. At CES, we launched the Core Ultra Series 3, Intel's first product built on 18A process technology. It's setting a new standard for premium mobile performance and battery life. The Ultra Series 3 enables great user experiences across any tasks with a very fast response CPU, a highly improved GPU, low power processing NPU, and the latest multimedia capabilities. It's a perfect blend of IP, performance, and power for any AI and agentic experience. It's allowing us to lead the way to transform every PC, every PC to an agentic capable platform. Today, more than 300 designs are shipping across consumer and commercial segments. Over 300. To scale these capabilities even further, we've taken the latest Core Ultra IPs and specifically tailored them for the mainstream market. The result? The Intel Core Series 3, introduced in April. Let me repeat. We just introduced this in April, and it's already scaled up to 70 plus designs. Thank you. Thank you. That brings the total series lineup to nearly 400 designs in just a few short months. That is massive scale. Let's look at some of the capabilities of the Core Series 3, and we can start with battery life. I can go over these numbers here that are printed, and I can talk about how we measure them and things like that, but I have a question for you guys. How long is your day? 10 hours? 12 hours? 14 hours? More, like us at Intel? The great user experience is if your PC lasts longer than your workday, and that's exactly what we're delivering in all segments. We support ample number of ports for all of your connectivity needs. Unlike some of our competitors who only have one USB-C interface. I'll let you be the judge of that one. The goal of this Core Series 3 is to bring premium feel and experiences to incredibly thin form factors for mainstream PCs. You don't have to take my word for it. You can look at this wall of incredibly designed sleek PCs that are here, and all of it is thanks to you, our partners, and our customers. We couldn't have done it without you. Please, a round of applause. Isn't it awesome? Super light, super thin. It's really great. The next proof is scaling 18A IP into growing markets. The fastest growing portion of the PC market is the handheld gaming. Let's take a look. This is the Arc G3. I think a beautiful chip. More beautiful than what was pre sent ed yesterday at the keynote. The G3 is derived from the Core Ultra Series 3, and the Arc G3 is a tuned high-performance GPU specifically for handheld gaming, and it's providing great battery life. The performance tested across multiple games is consistent and stable versus competition. We are more than 40% faster, at the same performance, we're half the power. On top of that, we're running all AAA games at 1080p resolution, many of them above 120 frames per second. Now, that is giving gamers a great user experience. All of these devices will be available later this month. It is just the beginning. We're going to have plenty more designs coming throughout the year. Thank you. Okay, it is indeed true that Intel has a leading lineup of processors. With the versatility of the 18A process technology, our newest offerings, we're bringing powerful performance and efficiency to scale across the breadth of premium, mainstream, and handheld gaming segments. These same fundamentals, the same IP, the same capabilities, can deliver far beyond the PC ecosystem. The demand for our processors at the edge has been booming. As you've seen, we've already taken existing product lines and pivoted them into adjacent markets, enabling our customers to grow their businesses. The edge is demanding the latest products from Intel, that's why this year we're taking our latest Series 3 products into the edge business with over 130 designs in multiple verticals. For large scale edge business, our customers need the best technology and chipsets, easy-to-use reference designs, and appropriate software stacks. At Intel, we've done all of that. We have over 4,000 edge ecosystem partners deploying into such verticals such as manufacturing, robotics, retail, and many more. For those of you here at COMPUTEX, you can see some of that at the pavilion. Given that capability, given the IP, given the chipsets, given the scale that we have, there's a massive opportunity ahead of us across many segments of physical AI. It is projected to be a 25 trillion market by 2050, and it will leverage all of our scale in the PC ecosystem. Physical AI form factors will take shape across key industries, as you see behind me. We will continue growing these markets with the same strategy of leading IP and chipsets, complete reference platforms of end user hardware and applicable software stacks, enabling our customers to expand into new physical AI form factors and applications. Indeed, this will be our future. Now, back to you, Lip-Bu. Thank you. Thank you. Thank you. My friend. Thanks, Alex. AI is profoundly impacting the way we use our devices. A major focus area for us is the use of AI on device. Together with partners, we are at the forefront of advancing intelligence. To tell you more about it, let me welcome on stage my close friend and founder, CEO of Perplexity, Aravind. Well, Aravind, welcome. You and I have been talking about hybrid compute for a while. The reason why are clear, the privacy, cost, performance. Let's talk about how to make this work. Yeah. In February, we launched Perplexity Computer. Computer is an AI operating system. It creates a team of agents, uses up to 20 different AI models, and it orchestrates across models, tools, and files in one single system. The agent harness inside Computer is model-agnostic. Perfectly balancing intelligence, accuracy, privacy, and cost is the orchestration problem it solves. This allows you to run smaller models locally on the Intel Core Ultra Series 3 GPU. For the first time ever, we worked together to create hybrid agentic inference. What we are showing today is just a start. Hybrid agentic inference is how we maximize token value per watt, per user. Should we show them how it works? Yep. All right, here it is. Let's say I'm an associate at a private equity firm and I'm working on something that has a confidential project, code-named Falcon Shores. Here is the query. Think of it as me trying to understand if a certain private company is worth $1.1 billion, and I'm feeding it confidential deal materials. The work begins on the laptop. It sees that Falcon Shores has private deal room files and an NDA, a local leveraged buyout financial model, a whiteboard diagram, and bilingual transcripts that are very confidential. You don't want these materials to be shipped to the server. What the local model does on the Core Ultra Series 3 is it first decides this is all very important work and shouldn't be sent to the server. It reads the files, classifies what is sensitive and what is not, and then Computer decides what should leave the device and what shouldn't, and each of these things is done with local AI. The orchestrator can spin up additional agents as necessary, and so if you need a research agent to bring in outside file materials against the local model without exposing any private files, that's what you want in the hybrid system. Computer acts as one single system, brings all inputs and outputs together. Let's actually skip and see what the actual result would be. All right, the result is a document, a research report, and supporting data, and it's been created by agents on large cloud-based models, keeping your sensitive information only on your device. All your local device models will take care of the private files, and the server-side models will take care of other things through hybrid inference orchestration. This is the architecture we both believe in. The future is more compute in the data center and more compute on the local machine. I think of this as a big milestone for engineering on both the agent harness AI side as well as the chip side. It's been really fun to partner with you and Intel on this. Thank you so much, Lip-Bu. Definitely. Thank you, Aravind, and looking forward to continued partnership. Thank you. We talk a lot about the exciting new developments in the PC, edge, and physical AI space. I want to take a few minutes to talk about the foundational IP that power all these advancements. Let's talk about x86. When most people think of general purpose computing, they think x86, and there is a good reason for that. x86 is the architecture that has powered data centers for nearly five decades. The leadership continues. According to the IDC, expect eight out of the 10 servers installed through 2030 to be x86-based, powering modern computing from foundational to emerging intelligent use cases. Intel pioneered most of the breakthrough architectural innovation that have enhanced x86 over the last four decades, starting with the 8086 that became the foundation of modern computing. If you can see the chart, today we have two flagship CPU cores, P-cores and E-cores, one optimized for performance, the other is for efficiency. These are Intel's most advanced CPU cores, with the accelerator built specifically for foundational workloads like security. Our x86 cores power our PC, client, edge portfolio, and also power our data center and AI portfolio. Under my leadership, we are committed to building the best CPU cores in the world, and we will ensure that the most compute-intensive workloads run best on x86. Thank you. Now let us talk about how x86 is enabling foundational data centers. To tell you more about it, let me invite onto the stage Kevork. Thank you, Lip-Bu. Wow, it's so great to be here, specifically in this point in our history, global history, collective history, and be at COMPUTEX with a blue badge. I'm very happy, I'm very humbled to be here to share with you some of the innovations that we have. Let's talk a bit about, see what this AI thing is about. When we say foundational, we mean the workloads that keep the world running. Currently, we have data centers, and there's a number of items and workloads and entities that run on these data centers. For example, we have 5G networks that keep us connected. We have databases that keep our data safe. We have cloud services that power our daily lives. We expect the demand for these workloads to grow in size and capacity between now and 2030, from 80 gigawatts to about 100 gigawatts. Most of you involved in this domain understand the extent of this type of an expansion. These workloads are broad. They are mission critical, so special attention has to be taken when running them. Also they require performance, efficiency, security, and resiliency. We can't emphasize enough all these four factors. That is why we are excited to have Intel Xeon 6+ introduced at COMPUTEX this week. It has 288 E-cores, a massive 576 megabytes of L3 cache, built with our Intel 18A technology. We can't emphasize enough the value of Intel technology that it brings to data center products. Most importantly, it delivers efficiency and density, which enables our partners to save very precious real estate, have more compact servers, and the racks. This is a leadership compute for the next era of cloud and network infrastructure. Xeon 6+ launches with the strength of our ecosystem that's been built over decades and decades of data center development, both from a hardware but also from a software and infrastructure perspective. Moreover, our ODM partners are bringing Xeon 6+ solutions to the market today. These range from full rack scale deployments to server level designs. Xeon 6+ joins our lineup of data center processors next to our already launched Xeon 6 based on P-cores. Both of these category and class of solutions delivers new performance and choice for all the enterprises whose infrastructure backbone is built on x86 and Xeon. This is critical for enterprises that need to increasingly balance preparing for AI workloads, but at the same time, running their day-to-day mission critical applications. Let's switch gears and talk about how Intel is simplifying the deployment of intelligence at scale. It's undeniable that enterprise infrastructure today will have to evolve to keep up with the AI demand. Recent research forecasts that AI inference workloads are expected to become 40% of all data center power demand, and much more than they are today. We have these two paradigms where we have the foundational data centers keep on running their traditional workloads, but at the same time, they have to figure out ways of building their infrastructures to serve intelligence at scale. This is where Intel and Xeon 6+ come in. Up to now, training split the data center into two. On one hand, we have CPU-led enterprise infrastructure, and the other hand, we have GPU-heavy AI factories. That was very clear divide for a while, right? We've all been accustomed to that reality. As agentic AI moves into real workloads, data, tools, governance, the needs change. The next wave is not just about training models, it is about putting AI to work. Let's look at why agentic AI changes the infrastructure equation. The way AI inference works is straightforward. We take a prompt, it gets fed into an LLM, where it spends most time reasoning about the prompt. We've all seen this, we've done this thousands of times. Out comes an answer. In this case, a lot of time is spent computing the large language model, which is mostly GPU and compute intensive. The way agentic AI works is radically different. It's given goals rather than prompts. We all seen the different types of loop that people are running on this agentic AI. It's also very iterative in nature, but also prompted by automation. Thinking, planning, acting, and reflecting are a natural way of these agents interacting with us. As it works, it uses tools, reads and writes files, checks rules, and other aspect that were in the traditional realm of CPUs and x86. For each step, the type of underlying compute needs is very different, and we'll show that in a bit. This is particularly important as agents scale up their work, spawning new agents that work concurrently. The category and the complexity of agents are going to be very different depending on the complexity of the work. That's the main reason that there's such a rapid increase in CPU demand. For agentic AI, the CPU orchestrates the show. What we're seeing is we're also seeing the balance and the ratio of one CPU to eight GPU and more is coming much closer to parity. Let's take a look at the real example. John? Thanks, Kevork. You talked about how agentic AI is changing the compute requirements. Let's take a look at a real example. I have a traditional AI inference set up on the left-hand side of the screen. Let's send a request. Write a Python function that calls an OpenAI compatible chat completions API. The model gets the response, generates code, and sends the request back. Take a look at the slider on the top of the screen. GPU dominates nearly seven to one GPU heavy. In contrast, let's take a look at an agentic AI system. Across the top, look at the pipeline stages. Green is GPU work, blue is CPU work. Linting is happening on our Xeon 6+ processor with efficiency cores. Fetch and compile is happening on our Xeon 6 performance cores. Unit testing is coming back and running on our Xeon 6+ efficiency cores. The right class CPU for each stage of the pipeline. Take a look at the slider across the top again. We're near parity, but CPU heavy this time. What's this look like when we multiply that by millions of queries a day? As you mentioned, each Xeon 6+ processor has up to 288 cores. That's 576 cores per 2-socket server. When we look at that from a rack scale perspective, that gives us over 36,000 cores per 32Us of compute space. Thank you, John. Wow, this is pretty amazing and some data to ponder on. By far, the density of CPU we showed has the highest density per rack ever. Also looking at the number of agents, these are the new metrics that are emerging. We can safely say that that particular rack can run up to 150,000 agents. Good news to all the CIOs in the audience. Now your very expensive GPUs can see more utilization because of our solutions. Now, both Xeon 6 with P-cores and E-cores are built for intelligence at scale. There are different cores, of course, but we've seen the workloads that require very high performance cores pushing the frequencies, but also there's a need for very high density, power-efficient cores. We've seen all the workloads, we've run all the analysis, and we are delivering these solutions to all of you. Now, having said that, we are working with our customers and partners to make sure that each solution is tailored to your needs. I'd like to welcome Lip-Bu back on stage to talk about the server and rack sale solutions that our partners are working on. Thank you. Thank you, my friend. Thank you. Thank you, Kevork. It is great to see the momentum in the data center. We look forward to see that is for intelligence at scale, discrete compute alone is not enough. Our customer are asking us to think of system level to help them serve real agentic workloads at scale. It push us to rethink how we deliver our compute beyond the socket and to the rack. That is why we start the initiative called Rack-Scale Blueprints. Working with ecosystem partners to develop rack-scale blueprints built on open standards, customer can rapidly scale their intelligent infrastructure with confidence without proprietary workarounds. Behind me, as you can see, two examples of these blueprints. One is for agentic performance based on Intel Xeon 6 with P-cores. The other is agent density with the Intel Xeon 6+ with E-cores. We are working closely with our partners' ecosystem, including Foxconn, SambaNova, to expand our rack-scale offering. Let me call on stage one of our partners, Chief Product Officer of Foxconn, Jerry Hsiao, to talk about how we partners on rack-scale solution. Thank you, Lip-Bu. Thank you, Jerry. I'm so excited to be here today. Wonderful product and amazing event. Jerry, Intel and Foxconn have been working together to many decades, and Foxconn has been instrumental in driving technology innovation in Taiwan and around the world. Yeah, that's right, Lip-Bu. I'm proud the work we have done together from AI servers to data centers and to edge computing altogether. Today, we're excited to announce the next step in our partnership. Intel and Foxconn are working together to develop rack scale products built upon Intel Xeon processors. Together, we will focus on exploring the development, integrations, and commercialization of differentiated rack scale AI infrastructure solution, leveraging complementary architecture to address diverse AI workload requirements. Yeah. Together, we will continue to deepen and expand our partnership, unlocking new opportunities ahead. Through this collaboration, we will deliver system level AI solution to our joint customers enabling more integrated and scalable computing environments. This marks an important step ahead, and we look forward unveiling more in the near future. Thank you, Lip-Bu. Today is an exciting milestone for our continued partnership with Foxconn. Jerry, thank you for joining us. Fantastic. Thank you for having me, Lip-Bu. Sure. Thank you to the many partners in the audience today that is helping to bring this rack-scale vision to life, providing choice through the ecosystem power. We do not believe one-size-fits-all approach for intelligence centers. Each enterprise will run unique workloads, their infrastructure needs will also need to be unique and purpose-built, as you can see from the screen here. Just look at the server in front of me. This is whole series of partnership we have. Intel is working with a lot of partners to provide servers rack-scale solution designed to fit your existing infrastructure ready for AI at scale, as you can tell in front of you. We see token usage exploding. Agent now consume 1,000 times more tokens than single event reasoning. In addition to building the best CPUs, it is critical that we deliver compute solutions optimized for token consumption and token generation. The bottom line, AI at scale will require heterogeneous computing. To this end, Intel recently announced a partnership with SambaNova. To talk more about this, let me call to the stage Founder, CEO of SambaNova, Rodrigo Liang. Rodrigo, welcome to joining me today. Thank you, Lip-Bu. Over the next few months, we have announced few updates on our joint development partnership. Can we talk a little bit more about the work that Intel and SambaNova are doing together? Absolutely. We've been busy. Earlier this year, we announced a multi-year collaboration to deliver high performance, cost-efficient AI inference solutions based on Xeon infrastructure. We've been building something really special, excited to show you today. This is the SN50 SambaRack we announced earlier this year. Rack scale AI infrastructure built for agentic workloads. It uses Intel Xeon 6 processors with SambaNova SN50 RDUs, and shipping to customers later this year. Today, we're also excited to demonstrate the world's first heterogeneous disaggregated inference using SambaNova's RDU with Intel's CPU and NVIDIA GPUs. What you're about to see is the same prompt, the same model running side by side, two different stacks. The one on the left is GPUs, RDUs, and CPUs disaggregated inference. This one on my right is GPUs on their own. They both get fed the same prompt in the same model, just different stacks. The disaggregated inference stack is taking off. What's happening here is you have the Xeon 6 processors doing all the tooling execution. You have SambaNova RDUs doing the decode and generating all of the tokens. You've got the GPUs performing the prompt caching and the faster prefill, reducing overall time. When all three chips are working together, you dramatically reduce the end-to-end latency and the agents the fastest for agentic AI. The other side, the GPU stack is still working away. The initial result of our work is disaggregated inference, is the GPUs, the RDUs, the CPUs, that's the fastest. Artificial Analysis in our test found it to be two to three times faster than just the GPUs alone. Th is gives us an early look at how fast this can be. Rodrigo, the most exciting part about all this is that we have tremendous customer interest in these solutions. Absolutely. Let's see who comes next. Lip-Bu, turn it back over to you. Thank you so much. Thank you. Thank you. Thank you. To continue this conversation, I'm delighted to invite my good friends, Robert Smith, is a Vista Equity Partners Chairman, CEO, and partners, and Robert Smith to tell you more about how they plan to use these racks from Intel and SambaNova. Robert? Great. Thank you. Lip-Bu, good to see you. Same here. Thank you so much for joining me. Pleasure. Delighted. Thank you, my friend. Thank you, my friend. Yes. Robert, AI is driving huge demand for computing, and it is reshaping the silicon system software and at all at once. What are you seeing and hearing from the enterprises that you work with? First of all, I'm excited to be here at COMPUTEX to join you at this wonderful event. For us, it's been quite incredible. There's been a huge focus right now to bring AI to enterprises around the globe. We want to make it usable. We want to make it impactful for the organizations that we work with. We have over 90 portfolio companies, and well over half of them have now converted to agentic solutions. With over 750 million users of our software, that really translates to over 10 billion agents. That's why we've launched Vector Core Compute, VC2, with our partners at Cambium Capital to offer the world's first commercially available architecture for disaggregated inference. This novel agentic neo-cloud is built to deliver the fastest enterprise inference throughput of any architecture to date. The demo you just witnessed with Rodrigo was conducted live in our L.A. data center. We have over 50 deployments planned in the U.S. which are targeted to convert existing data centers to inference data centers. This is very exciting. As we saw from Rodrigo a few minutes ago, we are already starting to see strong momentum for these offerings. Can you talk a little bit more about how Intel Vector Core Compute and our partners like SambaNova are bringing disaggregated inference to life? Of course. I'm excited to share that first, Together AI is the first commercial customer, and is excited to use this architecture as a service to accelerate inference workloads. We expect many of our enterprise software companies and their customers to quickly follow as the demand for inference keep growing, and it is more efficient than anything they previously have had access to. Most critically, VC2 is built and utilizes the SambaNova stack, which is an air-cooled data center. We believe it will deliver what enterprise customers and communities are asking for, which is reliable, low latency, low cost inference at scale. Partnering to advance AI is one of the best ways to develop this transformational technology, making it usable and economically viable for enterprises worldwide. We are excited about that. Thank you for joining me today, and delighted to have you here. Always a pleasure, Lip-Bu. Thank you. Thank you. Congratulations. 14 more months. We're excited to see what you're doing. Thank you. Thank you. As you just saw from Rodrigo and Robert, picking the right silicon architecture for your needs is critical. For enterprises today, there's a broad range of architectures to choose from. As large workloads increasingly become strategic asset for companies, they are increasingly looking for silicon built around their exact needs. Next, I would like to invite Srini, a semiconductor design veteran and the leader of our purpose-built silicon team, to talk more about the work we are doing in this area. Srini. Hi, Lip-Bu. Thank you. Thank you so much. A very good afternoon to you guys. Purpose-built silicon it is. This has been a journey that the industry's been using almost for the last decade or so, and especially the hyperscalers have tapped into this to its full potential and shown us the benefits in every way possible. Lip-Bu, last year, you challenged us to see in this space, given the fantastic assets and the breadth of assets that we have at Intel, how could we be relevant to this? Not just be focused on the stuff that we do internally, how do we bring this out to the external world and do something more? With that said, we had a proposition. We've been working on it. Today, I'm very happy to share a couple of good outcomes that we have. The first on the hyperscaler side, we have Google and Intel. Google and Intel have gone into a partnership wherein Intel is delivering what is called the Infrastructure Processing Unit. I would call it Intel Processing Unit, actually. Infrastructure processing unit, which is a piece of silicon, very vital for hyperscalers' performance, and the journey continues. By the way, this is a deployment today, so it is not just something that we are doing, but it's already designed and being deployed. While this is working on, Intel as a company, has been pretty active in the telecom market. In this telecom market, another marquee customer, Ericsson, has been partnering with us. Ericsson chooses us, wherein we deliver or Intel delivers the next generation infrastructure silicon at a global scale for them across the board. This just gives you a very sneak preview at the highest level to see the kind of work that's happening in the purpose-built silicon space, which is a very exciting space, and more importantly, a high growth space. I was just thinking, what better place than COMPUTEX in Taipei, where custom silicon really is the name of the game here, to announce that Intel has officially entered this market. Looking forward to working with many of you guys and see how we can be relevant to some of your aspirational goals on silicon. Okay. Thank you, Lip-Bu. I'm super excited about all this partnership that you announced, and more to come. Yes, absolutely more to come. Yes, Lip-Bu. Thank you so much. Thank you so much, Lip-Bu. Thank you. Thank you. The work Srini and the team are doing with purpose-built silicon is really important. I am super excited to be partnering to build custom silicon with many leading edge companies, as well as some of the most dynamic startups across the industry vertical. I would like to highlight some of this partnership today. One of the most exciting areas where we can deploy advanced silicon is biomedical engineering. For years, emulating the functionality of the human brain has been the holy grail of computing. One company that is in the forefront of brain inspired computing is Echo Neurotechnologies. Let us hear more from Eddie Chang, Founder, CEO of Echo Neurotechnologies, and also one of the world's best neurosurgeons. Hi, I'm Eddie Chang. I'm a neurosurgeon at UCSF and Co-Founder of Echo Neurotechnologies. For decades, AI has been brain inspired, meaning borrowing ideas from neuroscience at a distance. Neuromorphic computing has carried that vision the furthest. It builds silicon around the brain's core principles like spikes, sparse communication, memory, and compute, all in the same place. That architecture is right, but what's been missing is direct evidence of how the brain actually performs the computation. That's now within our reach. For the first time, we can study how the human cortex computes language in real time at the resolution where computation actually happens. This opens a whole new possibility. Algorithms that are not just brain inspired, but new ones that are trained on the brain activity itself, measured against the brain itself. That's the shift in our collaboration with Intel. Together, we're developing brain-trained algorithms for streaming speech that approach the efficiency of biological computation. The payoff runs both ways. AI that's faster, lighter, and closer to how we actually think, and new tools to restore speech to people who have lost it. Together with Intel, we're building AI that learns from the most powerful computer ever discovered, the human brain. We're excited about what's ahead. Thank you. Thank you, Eddie. I'm amazed by the work you are doing. I'm confident that our work together will help lay the foundation of highly efficient AI computers in the future. Another company doing work at the cutting edge of biology is Greenstone Biosciences. We are partnering with Greenstone to establish scalable reference architectures applicable across the broader life science imaging ecosystem. Dr. Joseph Wu is the head of cardiology at Stanford and the Founder, CEO of Greenstone. Let's hear from him. Hello. My name's Joseph Wu, and I'm a professor of medicine and director of the Stanford Cardiovascular Institute, as well as the Co-founder of Greenstone Biosciences. Thank you so much for including me in COMPUTEX. Intel and Greenstone are working together to speed up the development of new medicines. Our partnership combines state-of-the-art human genetics and biology from Greenstone with advanced AI computing from Intel, so that we can scale data processing, storage, and analysis. Greenstone has built the world's largest biobank of human induced pluripotent stem cells. From just 10cc of your blood, we can make your brain, heart, liver, kidney, gut, and any type of organoids in your body that are genetically identical to the patient. This will then allow us to test existing and new medications more quickly and at a lower cost. I believe the combination of human biology and AI computing will help shape the future of biomedicines in the next decade. This is why we're so excited about the partnership between Intel and Greenstone Biosciences. Thank you very much and enjoy the event. Thank you, Joe. I'm amazed by the work you are doing, and I'm excited about the potential of our partnership. Another key partners is Hitachi. They have a wide range of capabilities that help accelerating our work, our plan around foundry tools and quantum computing system. Let us hear from Hitachi CEO, Tokunaga-san. Hello, COMPUTEX. I'm Toshiaki Tokunaga, CEO of Hitachi. For decades, Hitachi and Intel have worked together to solve key challenges for society, and today, we are bringing our strength even closer. By combining Intel's advanced computing with Hitachi's industrial strength in the physical world, we will create intelligent solutions that will benefit both businesses and society. Thank you, Lip-Bu. I look forward to our future together. Thank you, TT. We are really looking forward to working with you. Finally, if you look at it now, we have the brain-inspired computing, biomedical medicine, and then energy. The last one is industrial automation. Finally, one partner I would like you to hear from is known for their pioneering work in industrial automation. Let us hear from my very good friend, Roland Busch at Siemens. Hi, Lip-Bu. As a customer of Intel, we all know that global semiconductor demand has hit a high record. In 2023, Siemens and Intel already joined forces to meet it. Now we are taking our collaboration to the next level. We are expanding our partnership across the entire value chain, from design to manufacturing to chip applications in Siemens products. We improve design quality through EDA automation and software solutions built with agentic AI. We partner on all areas of the manufacturing process, including product lifecycle management, automation, electrification, quality, and sustainability. What makes this even more relevant for us, the chips created in this value chain will be used in our own Siemens products. Looking forward to what's coming up. Thank you, Roland. We are delighted to expand our long partnership with the Siemens Group. I'm looking forward to disclose more about this partnership in the coming months, and we are working with several other partners to keep pushing the boundary of what is possible. I would like to close by returning to where we start our conversation. The opportunity for Intel and for our partners is immense. PC, edge, agentic, physical AI, data center, and emerging intelligence center. From silicon to SoC to system and applications. This opportunity is only made possible by all of you. Look at the list and the largest ecosystem of partners, suppliers, and customer. Intel is an iconic company. We laid the foundation of modern-day computing, and we are proud of our heritage, but we do not want to rest on our honors and glories. A year ago, I joined as a CEO. I challenged my team to work with me to build a new Intel. That is exactly what we are doing. We are not encumbered by the past. We are building something wonderful. It has been year of transformation for Intel. We ramp our 18A to high volume with multiple products. We are executing well on our advanced packaging milestones. We make tremendous progress on engaging customers and building our foundry business. We introduce new SoCs for all major compute platforms, from premium mobile to high-density cloud and 5G. We are rebuilding and strengthening partnership across the ecosystem. We are double down on creating new business opportunity across existing and emerging domains. We are working at the forefront to reimagine computing and make it highly efficient for the AI era. This is just the beginning. I super excited to continue executing at hyper speed. Before the lights go out, the race begins. From simulation to strategy, performance begins with compute, with electrons that power pace and data that backs decisions. The race never ends. Engineering never stops. Intel, official compute partner of McLaren Racing. Ladies and gentlemen, this concludes the Intel COMPUTEX 2026 Keynote. Thank you for joining us this afternoon to witness the future of technology. We look forward to seeing you again at future Intel events.