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The demise of Intel - first mobile and now AI

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Indhold leveret af David Such. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af David Such eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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Welcome to today’s Podcast episode on The Demise of Intel: First Mobile and Now AI. Once a titan of the semiconductor industry, Intel is now grappling with a crisis stemming from boardroom missteps, cultural stagnation, and missed opportunities in critical markets like mobile and AI. Today, we’ll unravel how a series of poor decisions—many driven by a board lacking semiconductor expertise—have culminated in the recent dismissal of CEO Pat Gelsinger, who, despite his flaws, was seen as a leader capable of turning the ship around.

This discussion is inspired by a recent article from SemiAnalysis.com titled Intel on the Brink of Death, which delves deeply into the challenges facing the company. We’ll explore how Intel’s cultural shift from technological innovation to internal politics eroded its leadership and allowed competitors like ARM and NVIDIA to dominate the mobile and AI spaces.

With its x86 architecture under siege in both client and server markets and the rise of accelerated computing shrinking its addressable market, Intel faces an uphill battle. Yet, there’s a glimmer of hope in its foundry business—a potential lifeline to reclaim technological leadership, if it can overcome immense capital challenges and attract key customers.

Join us as we analyze SemiAnalysis.com’s insights, dive into the roots of Intel’s decline, and discuss whether this tech giant has what it takes to rise from the brink.

If you are interested in learning more then please subscribe to the podcast or head over to https://medium.com/@reefwing, where there is lots more content on AI, IoT, robotics, drones, and development. To support us in bringing you this material, you can buy me a coffee or just provide feedback. We love feedback!

  continue reading

20 episoder

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iconDel
 
Manage episode 455055744 series 3620285
Indhold leveret af David Such. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af David Such eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Send us a text

Welcome to today’s Podcast episode on The Demise of Intel: First Mobile and Now AI. Once a titan of the semiconductor industry, Intel is now grappling with a crisis stemming from boardroom missteps, cultural stagnation, and missed opportunities in critical markets like mobile and AI. Today, we’ll unravel how a series of poor decisions—many driven by a board lacking semiconductor expertise—have culminated in the recent dismissal of CEO Pat Gelsinger, who, despite his flaws, was seen as a leader capable of turning the ship around.

This discussion is inspired by a recent article from SemiAnalysis.com titled Intel on the Brink of Death, which delves deeply into the challenges facing the company. We’ll explore how Intel’s cultural shift from technological innovation to internal politics eroded its leadership and allowed competitors like ARM and NVIDIA to dominate the mobile and AI spaces.

With its x86 architecture under siege in both client and server markets and the rise of accelerated computing shrinking its addressable market, Intel faces an uphill battle. Yet, there’s a glimmer of hope in its foundry business—a potential lifeline to reclaim technological leadership, if it can overcome immense capital challenges and attract key customers.

Join us as we analyze SemiAnalysis.com’s insights, dive into the roots of Intel’s decline, and discuss whether this tech giant has what it takes to rise from the brink.

If you are interested in learning more then please subscribe to the podcast or head over to https://medium.com/@reefwing, where there is lots more content on AI, IoT, robotics, drones, and development. To support us in bringing you this material, you can buy me a coffee or just provide feedback. We love feedback!

  continue reading

20 episoder

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