Bloomberg Tech Bloomberg Tech at CES, Day 2
8 snips
Jan 7, 2026 
Jim Johnson, Senior VP at Intel, shares the latest on the Core Ultra Series 3, emphasizing its competitive edge in mobile gaming and battery life. He discusses how Intel's new manufacturing process enhances efficiency. Amnon Shashua, CEO of Mobileye, dives into the company's $900M acquisition of Mentee Robotics, outlining strategies for deploying robotics within structured environments. He also highlights synergies between autonomous driving and humanoid robotics, painting a picture of the future of mobility.
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AI Drives Cloud Pricing And Memory Tightness
- Jensen Huang says H200 and increased cloud pricing show rising AI demand and spot cloud pricing is climbing.
- Ian King highlights memory shortages driving a price surge and cyclical feast-or-famine dynamics in memory markets.
Ramp Supply To Capture AI PC Demand
- Jim Johnson urges customers to keep ramping supply plans because they expect Series 3 demand to win share in 2026.
- He advises partners to rely on Intel's vertical integration and foundry capacity for product continuity.
Intel's Series 3: Power Plus Efficiency
- Jim Johnson says Intel's Core Ultra Series 3 combines last year's power with this year's efficiency to run workloads at 40% lower power.
- He claims the Series 3 GPU's multi-frame generation boosts mobile gaming frame rates and puts Intel confidently in the lead.