Tim Stenovec

speaker

570 appearances 10 recordings 1 series first heard Apr 2026 last heard 30 Jul

Tim Stenovec’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 5.

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Bloomberg Tech · Instant Reaction: Intel's Revenue Shatters Wall Street Estimates · 23 Jul 2026 podcast

Yeah.

Okay.

So this business that seems to be kind of unique to Intel for those who are kind of doing upgrades, right, on their data centers for inferencing.

I mean, at some point, does that go away and people are more focused on the bigger data centers?

Or no, companies are going to need

Can we say, because I think people think about the spend on AI and the build kind of akin to building out energy markets, right?

It's expensive to do this stuff, and you have to think about the longer-term trend.

But have the tech sector been burned enough, like the oil patch

semiconductors certainly have seen the booms and busts.

We already have a government that's looking at the power usage and thinking about what their responsibility is, right?

Some of the tech companies in terms of data centers.

Because people have to buy, and they have to buy from Intel.

that

What would

question then that you would be asking Lipu?

Come on.

Ed Ludlow, though, as we continue to go through these numbers, what else is jumping out for you?

Well, as of though, I mean...

Liputan being cautious and careful, might that be a, you know, not as downfall, I'm not going to say that, but problematic when if the demand is there, as we were just talking about with Mandeep, you know, you want to spend to kind of make sure you don't miss out on that.

It's like.

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