Let the chips fall where they may................
Is he also implying that AMD is 10x better than Intel?
I recommend “The nVidia Way” book.
It’s an interesting read, much of the success is around their culture. Jensen just outworks everyone, requiring it of everyone. They behave as though the next breakthrough in tech will kill the company, so be first and never get complacent.
That said, it seems he sacrifices his life to just work.
I was in a company bought by Intel. They were constantly distracted by different ideas. They seemed to have no focus. They also didn’t listen, there was a certain arrogance about the Intel employees.
They’re way behind in AI hardware and software. It’s not just the hardware. The CUDA software opened doors into unanticipated markets.
That said, from a stock point of view, imho...they’re going to enter the ‘trough of disillusionment’ on the Gartner Hype Cycle. The possibilities hit regulatory aspects. The recent market performance may be reflecting this but it’s hard to see due to the other volatility (e.g. tariffs). Long term buy, looking for another dip - over 30% down since start of the year.
I used to work for Intel, but I was in and out before Pat came to power. But a good friend who worked there for a LONG time used to work for Pat and says that he’s a very smart engineer, and he thought the right person for the job as CEO. When things didn’t go so well under his leadership my friend said he believed the issue was that Pat was an engineer, and that the board of directors (who make all the decisions ANYWAY), didn’t WANT an engineer to lead the company, they wanted more of a finance guy.
So here we are.
The only thing the new CEO brings is customer feedback on fabless design needs.
True something very missing from Intel but it might not be enough.
DEI has destroyed the inner workings of Intel started by Obama.
It has not been the same place since Paul Otellini retired.