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Intel CEO Lip-Bu Tan Takes Charge of AI Strategy After CTO Departs for OpenAI

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Intel announced that its CEO Lip-Bu Tan will directly oversee the company’s artificial intelligence strategy, following the departure of Chief Technology Officer Sachin Katti to OpenAI, the creator of ChatGPT.

Katti, who had led Intel’s AI division since a major management reshuffle in January, revealed on X (formerly Twitter) that he joined OpenAI, where he will focus on building the company’s compute infrastructure to support artificial general intelligence (AGI) research.

Intel confirmed the move in a statement, saying: “We thank Sachin for his contributions and wish him all the best. Lip-Bu will lead the AI and Advanced Technologies Groups, working closely with the team. AI remains one of Intel’s highest strategic priorities.”

The leadership change comes at a crucial time for Intel, which is working to reposition itself in the AI chip race dominated by Nvidia and TSMC. While Intel’s CPUs are still widely used in AI server systems, the company has struggled to deliver a competitive data center AI chip to match Nvidia’s specialized silicon.

Katti joined Intel four years ago, initially heading its networking group before being promoted by then-CEO Pat Gelsinger. Under Tan, who took over in March 2025, Katti became both Chief Technology Officer and Chief AI Officer in April, part of a broader restructuring to streamline decision-making.

Tan, a seasoned industry leader known for bold turnarounds, has been reshaping Intel’s leadership. He recently expanded Naga Chandrasekaran’s responsibilities to strengthen Intel’s foundry operations and hired Kevork Kechichian, formerly of Arm, to head its data center division.

Intel continues to emphasize AI as central to its recovery strategy amid fierce global competition.

Qualcomm’s Strong Forecast Overshadowed by Expected Samsung Loss

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Qualcomm projected stronger-than-expected quarterly sales and profit on Wednesday, buoyed by a rebound in premium smartphone demand, but its stock slipped in after-hours trading amid concerns over a potential loss of business from Samsung next year.

For the quarter ending in December, the chip designer forecast revenue and adjusted earnings at midpoints of $12.2 billion and $3.40 per share, beating analyst expectations of $11.62 billion and $3.31, according to LSEG data.

However, CEO Cristiano Amon said the company expects to supply about 75% of the modem chips for Samsung’s upcoming Galaxy S26 lineup — down from 100% for the current Galaxy S25 models. The announcement sent Qualcomm shares down 2.7% in extended trading after a 4% rise earlier in the day.

Despite the setback, Amon emphasized that Qualcomm is diversifying beyond smartphones into automotive, laptop, and data center chips, as longtime client Apple moves toward producing its own modems.

He also revealed that Qualcomm is in discussions with a “large hyperscaler” — an AI-focused computing company — following its recent deal with Humain, an AI firm backed by Saudi Arabia’s sovereign wealth fund.

The company’s fiscal fourth-quarter results also outperformed expectations, with $11.27 billion in sales and $3 per share in adjusted profit, compared to estimates of $10.79 billion and $2.88.

Amon said the forecast reflects a surge in demand for high-end smartphones capable of running AI applications, especially in markets like China and India, where consumers are “upgrading from mid-range to premium.”

Nvidia to Supply Over 260,000 Blackwell AI Chips to South Korea

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Nvidia, the U.S. semiconductor leader, announced it will deliver more than 260,000 of its latest Blackwell AI chips to South Korea’s government and major conglomerates, including Samsung Electronics, SK Group, Hyundai Motor Group, and Naver. The move solidifies South Korea’s position as an emerging artificial intelligence powerhouse in Asia.

The agreement follows a meeting between Nvidia CEO Jensen Huang, South Korean President Lee Jae Myung, and leading business figures on the sidelines of the Asia-Pacific Economic Cooperation summit in Gyeongju. While the deal’s value and delivery schedule were not disclosed, Huang highlighted that just as Korea has led in producing ships, cars, and semiconductors, it can now “export intelligence” to the world through AI.

South Korea’s government plans to use over 50,000 of the chips to enhance its AI infrastructure, while Samsung, SK Group, and Hyundai will each deploy up to 50,000 chips in smart factories and autonomous systems. Internet giant Naver will purchase 60,000 chips to boost its computing power for projects like the National AI Computing Center.

Amid ongoing U.S.-China trade tensions that have restricted Nvidia’s access to the Chinese AI chip market, the company is expanding its footprint in alternative markets such as South Korea. The partnership reinforces Nvidia’s role in driving global AI advancement, particularly in industries such as manufacturing, robotics, and autonomous driving.