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CeCe Wei

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

Episode Appearances

TBPN · Apr 25, 2026

Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN

“Noted that building and ramping fabs takes 3-5 years total; cautious on aggressive fab expansion timelines”

Intel CPU demand from AI agents and inference workloadsCPU-to-GPU ratio shifts in AI infrastructureUS government semiconductor industrial policy and Intel backing