Intel CEO Pat Gelsinger stated on the 12th that AI infrastructure is critical; computing resources are likely to remain in short supply for the next few years, with the shortage potentially extending as far as 2029. This supply-demand imbalance stems primarily from the exponential growth in demand for AI models and the complexities involved in deploying these models across various industries.
On the 12th, DBS Group hosted its inaugural “Asian Insights Conference” in Singapore, featuring a dialogue between Intel CEO Pat Gelsinger, Broadcom President and CEO Hock Tan, and DBS Group CEO Piyush Gupta. The forum focused on leadership in the AI era, investment opportunities, and organizational transformation.
Gelsinger emphasized that the impact of AI could surpass that of the Internet. By automating mundane, repetitive tasks and enhancing predictive capabilities, AI can improve not only people’s daily lives but also workplace efficiency.
Gelsinger noted that while demand within the AI industry remains robust, the key to the next phase of growth lies not merely in the continued expansion of GPU capacity, but in improving the efficiency of computing resource utilization. This involves integrating CPUs, GPUs, specialized accelerators, and quantum computing, as well as accelerating investments in software and talent.
Regarding investments in quantum computing, Gelsinger stated that business leaders must consider short-, medium-, and long-term development simultaneously, positioning themselves early before new technologies fully mature. He had invested in several quantum computing startups prior to becoming Intel’s CEO. As error-correction technology advances, practical applications for quantum computing are beginning to emerge in fields such as drug discovery, chemical research, and new material development. He anticipates that quantum computing could enter the mainstream—integrated with other computing technologies—within the next three to five years.
Gelsinger pointed out that beyond hardware, software is a crucial driver for enhancing infrastructure efficiency. Companies should seek suitable software partners to integrate hardware, software, and services, thereby offering more comprehensive solutions. With the valuations of software companies pulling back, the market may also present investment opportunities worth watching.