Everything revealed at Intel's Computex keynote in 12 minutes

Silicon, the foundation of modern technology

Every transistor placed with purpose. Every watt wrestled from physics. Where every instruction set earns its right to execute

And now, ladies and gentlemen, please give a warm welcome to the CEO of Intel, Liv Poo-Chan

Yep, I think first of all, I think delighted to be here

and this is an important event and I'd like to get started

And about nearly six decades ago, a group of brilliant and highly motivated engineers and venture capitalists

including Arthur Rock, Don Valentine 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

And this is a very exciting time, and that is the very same ambition and mindset

with the semiconductors make across the ocean that sparked the creation of Silicon Island right here in Taiwan

And I have been very fortunate to associate with the creation of semiconductor industry in Taiwan 40 years ago

Intel has continuously increased the pace of progress across all PC segments

Workstations, desktops, creators, gamers, premium and mainstream laptops. Every major segment, 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 Let look at some of the capabilities of the Core Series 3 And we can start with battery life The great user experience is if your PC lasts longer than your workday

And that's exactly what we're delivering in all segments. And we support ample number of ports for all of your connectivity needs

Unlike some of our competitors who only have one USB-C interface. but I'll let you be the judge of that one

Now, the next proof is scaling 18A IP into growing markets. And the fastest growing portion of the PC market is the handheld gaming

This is the Arc G3. 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, 40% faster. And at the same performance, we're half the power

And 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, and this is just the beginning

We're going to have plenty more designs coming throughout the year. 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. Let's say I'm an associate at a private equity firm

and I'm working on something that has a confidential project codename Project Falcon

So 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 Project Falcon has private deal room files and an NDA a local leverage 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 so what the local model does on the core ultra series 3 is it first decides this is all very important work and shouldn 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

And each of these things is done with local AI. That is why we are excited to have Intel Xeon 6 Plus introduced at Computex this week

It has 288 e-cores, a massive 576 megabytes of L3 cache built with our Intel 18A technology

and we can't emphasize enough the value of Intel technology that 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. So this is a leadership compute for the next era of cloud and network infrastructure

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. and 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. Now, the way agentic AI works is radically different

It's given goals rather than prompts. So we've 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. and thinking, planning, acting, and reflecting

are a natural way of these agents interacting with us. 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 7 to 1 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 Plus processor with efficiency cores

Webfetch and compile is happening on our Xeon 6 performance cores. And unit testing is coming back and running on our Xeon 6 Plus 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 Plus processor has up to 288 cores That 576 cores per two socket server When we look at that from a rack scale perspective

that gives us over 36,000 cores per 32 use of compute space. This is the SM50 Samba rack we

announced earlier this year, rack scale AI infrastructure built for agentic workloads

It uses Intel Xeon 6 processors with Salmonova SM50 RDUs and shipping to customers later this year

Today, we're also excited to demonstrate the world's first heterogeneous disaggregated inference

using Salmonova's RDU with Intel's CPU and NVIDIA GPUs. The one on the left is GPUs, RDUs, and CPUs disaggregated inference

And 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. And what's happening here is you have the Xeon 6 processors doing all the tooling execution

You have Salmonova RDUs doing the decode and generating all of the tokens

and then you've got the GPUs performing the prompt caching and the faster pre-fill reducing overall time

When all three chips are working together, you dramatically reduce the end-to-end latency

and the agents for the fastest for energetic AI. Google and Intel have gone into a partnership

where Intel is delivering what is called the infrastructure processing unit. I would call it Intel processing unit, actually

But infrastructure processing unit, which is a piece of silicon very vital for hyperscalers' performance

And the journey continues. And 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 telco market

And in this telco market, another marquee customer, Ericsson, has been partnering with us

And Ericsson chooses us wherein we deliver, or Intel delivers, the next generation infrastructure silicon at a global scale for them across the board

It is a happy 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