Ed Ludlow

Joining us now, Jim Johnson, Intel client computing group, SVP and general manager.

And the way you would describe it is the vibes are good.

Like people are feeling positive about what you're unveiling.

Okay, for those that aren't deeply within the industry and coming to your foundry and understanding what's going into this new processor, the Core Ultra Series 3, what makes them different?

So here's the thing, Jim, and with respect, AMD and Qualcomm's customers would say the same thing.

AMD and Qualcomm have already been out there this week saying that their processors and parts, best battery life, best performance.

And they both argue that they're taking share, right?

What data points can you point me to that would evidence Intel's back in the lead in that market based on this technology?

But is Intel in the lead?

2026 is fascinating, bigger picture.

You have some forecasters, I think IDC, saying that the market will shrink 9% this year.

You have others saying it will grow literally because of AIPC.

What is your kind of forecast?

And it comes back to the same question we've had at CES for a couple of years now is, does the AIPC resonate with anyone at the corporate level or at the consumer level?

So let's talk about the supply because you have got vertical integration.

You're actually using your foundries.

You are printing the silicon.

But in a way, you are the client of your own Intel foundry.

Why did you go with them, not TSMC?

What turned you to think, okay, these are the ones, this is the supplier I need?