$INTC Lip-Bu Tan admits Intel can fill only half its CPU orders and apologizes when CEOs call him "Yeah, I think inferencing is very important. When you want to drive some of this reinforced learning, and also in terms of agentic AI, CPU is the best." "GPU is very good for training, but CPU is really good for orchestration, control plane, and driving some of this even single thread rather than multi-thread has become very useful." "It happened that I invest quite a few companies in the frontier model. They all tell me that, 'Lip-Bu, we need more CPU.'" "So good news is, right now, sometimes in life you need some help. And so the help that come to me is that CPU is so high demand, I only can provide 50% of what the customer want. So many CEO call me up, I had to apologize, I'm not manufacturing enough for them."