Intel: 3rd in a Two-Horse Race
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摘要
Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?
(00:14) Tim Beyers and Dylan Lewis discuss:
- Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company.
- The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now.
- How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term.
(20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up.
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Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY
Host: Dylan Lewis
Guests: Tim Beyers, Dave Hatter, Ricky Mulvey
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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