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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.

China Grants Export Exemptions on Nexperia Chips to Ease Global Supply Strain

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China’s Commerce Ministry announced on Sunday that it has granted exemptions to export restrictions on Nexperia-manufactured chips intended for civilian use, a move expected to ease supply shortages that have disrupted the global automotive industry.

The decision marks Beijing’s most significant step yet toward de-escalating the standoff with the Netherlands over control of Nexperia, a Dutch-based chipmaker owned by China’s Wingtech Technology. The export curbs, imposed after the Dutch government seized control of Nexperia on September 30, had caused widespread shortages of chips essential for carmakers and suppliers worldwide.

China did not specify what qualifies as “civilian use,” but the announcement follows reports from German and Japanese automakers that deliveries of Nexperia’s Chinese-made chips have resumed.

The dispute began when the Dutch government accused Wingtech of planning to relocate Nexperia’s European production to China, citing risks to Europe’s economic security. In response, Beijing halted exports of Nexperia’s packaged chips, most of which are produced in China.

Following an October 30 meeting between U.S. President Donald Trump and Chinese President Xi Jinping, Beijing said it would begin reviewing applications for export exemptions — a process that appears to have now taken effect.

Despite this thaw, analysts warn that China-EU relations remain strained, and tensions will persist until the ownership and operational control of Nexperia are fully resolved.

“China welcomes the EU to continue leveraging its influence to urge the Netherlands to promptly rectify its erroneous actions,” the Commerce Ministry said, calling for an end to the Dutch intervention.

Nvidia CEO Jensen Huang Reports Surging Demand for Blackwell Chips

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Nvidia CEO Jensen Huang said on Saturday that demand for the company’s cutting-edge Blackwell AI chips is “very strong,” as the semiconductor giant deepens its partnership with Taiwan Semiconductor Manufacturing Co (TSMC) to meet soaring global demand.

Speaking at an event hosted by TSMC in Hsinchu, Taiwan, Huang said Nvidia’s Blackwell platform — which integrates GPUs, CPUs, networking, and switching systems — requires an extensive supply of wafers and components. “We build the GPU, but we also build the CPU, the networking, the switches… there are a lot of chips associated with Blackwell,” he explained.

TSMC CEO C.C. Wei confirmed that Huang had “asked for wafers,” but declined to disclose quantities. “TSMC is doing a very good job supporting us,” Huang said, emphasizing that Nvidia’s record-breaking success “would not be possible without TSMC.”

In October, Nvidia became the first company to surpass a $5 trillion market value, prompting Wei to call Huang a “five-trillion-dollar man.”

When asked about supply challenges, Huang acknowledged there would be “shortages of different things,” though memory makers SK Hynix, Samsung, and Micron have expanded capacity to meet demand. Nvidia has already received next-generation memory samples from all three suppliers.

SK Hynix recently said it had sold out all production for 2026, forecasting a long-lasting chip “super cycle” driven by AI growth. Samsung is also in “close discussion” to supply HBM4 memory to Nvidia.

Huang reiterated that Nvidia has no active discussions to sell Blackwell chips to China, as U.S. restrictions remain in place.