Lip-Bu Tan

Headlines · 4

1. 3d
   Intel CEO calls Chinese AI models 'good enough' and cheaper

   Intel CEO Lip-Bu Tan named DeepSeek, Moonshot's Kimi and Z.ai's GLM at a DBS panel, saying their performance is "already good enough," their token costs are lower and adoption has been "very fast," while adding that the market should decide which model fits which use case. Third-party price trackers put DeepSeek V4.1 Flash at $0.15 per million input tokens and $0.60 per million output tokens in off-peak hours, versus $2 and $10 for OpenAI's GPT-6.1 Sol, though DeepSeek doubles its rates at peak times, Kimi K3's output price is also $10, and GLM 5.3's $4.40 output price is about 44% of GPT-6.1 Sol's. Consulting firm Digital Applied, citing OpenRouter rankings, said Chinese AI providers together passed 45% of weekly token usage in early April, up from under 2% a year earlier, but attributed the rise to per-token cost and specific strengths such as coding and long context rather than benchmark leadership.

   科技新报 · 🔥 0
2. 3d
   Intel CEO says AI memory shortage will last 2-3 more years

   Speaking at DBS Bank's Asia Future Forward event in Singapore, Intel CEO Lip-Bu Tan reportedly said AI hardware will stay in short supply for another two to three years, primarily referring to memory, driven by persistent constraints in the underlying technology supply chain. A Barclays report cited in the coverage says contract pricing rose 24% for DDR4 and 20% for DDR5 over the past quarter, and that Micron's memory supply is expected to remain constrained through 2028. The report adds that chipmakers are prioritizing higher-margin AI data-center customers, leaving consumer RAM even tighter, with DDR5 retail prices in Germany up sharply since the memory crunch began last July.

   TechRadar · 🔥 0
3. 5d
   Broadcom CEO Hock Tan likens AI investors to casino gamblers

   Broadcom CEO Hock Tan said many AI investors "have no clue what they are investing in" and set extreme expectations only to find it is "almost like they are in a casino," speaking Monday at the DBS Asia Future Forward Conference in Singapore on a panel with Intel CEO Lip-Bu Tan, moderated by DBS CEO Tan Su Shan. He said many enterprises are "just wasting money, spending tokens" like a child spending $10 in ten minutes at an arcade, and described OpenAI's $50bn annualised revenue in September as "by itself, not that bad" for a startup that is still losing money because of heavy training spend. Both CEOs said capital could become a bigger constraint on AI than chips, memory or power; Tan said compute demand should outstrip supply through 2029, possibly into 2030, with wafer shortages easing by 2028 or 2029, and Broadcom is raising $60bn in debt to help Anthropic and other customers pay for AI chips and infrastructure.

   Techmeme · 🔥 0
4. Oct 7
   Musk denies TSMC will build or run Terafab, says Tesla and SpaceX will own it

   Responding on X to a post saying Terafab would most likely be owned and operated by TSMC, Musk wrote on October 7: "No, we will build and run the fab. Let there be ZERO doubt about that." He added that TSMC might sublease part of the Terafab site "if they want, but nothing more than that." Terafab is the giant AI chip manufacturing complex Tesla and SpaceX plan to build in Texas, and Intel CEO Lip-Bu Tan said the same day that Intel remains part of the project.

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