Intel: 3rd in a Two-Horse Race

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The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 2 December 2024

⏱️ 33 minutes

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Summary

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. Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The mess at intel gets messier.
0:06.9	Motleyful money starts now.
0:13.6	I'm Dylan Lewis, and I'm joined over the airwaves by Motleyful analyst Tim Byers.
0:17.6	Tim, thanks for joining me.
0:18.9	First day back from the Thanksgiving holiday. Yeah,
0:22.4	good to be back. Non-caffeinated today, it's a hot chocolate day, but it's this season, so why not?
0:28.7	I would say sugar has its own punch to it, right? You have some hot cocoa over there. You're
0:33.6	getting yourself ready for the holidays. We are back to work today from the holiday
0:37.5	break over at Intel, CEO Pat Gelsinger, getting ready to step aside. And the chief executive
0:44.2	announced that he will be stepping down, ending what I think was probably a pretty disappointing
0:49.0	run for a lot of Intel shareholders. And a lot of people who, Tim, were looking for this tech giant to
0:55.5	really rebound and become a major player in the chip game again.
1:00.1	Yeah. I'm a little sad because Pat Gelsinger is eminently qualified to be CEO of Intel. He is,
1:09.8	in some ways, an Intel lifer. Now, I did leave the company
1:12.3	for a period of time, but he has a very long history. He has a technical background. He has
1:18.4	lots of semiconductor engineering credentials. And he was coming back with the promise of
1:24.8	reestablishing Intel as, if not a dominant player, a highly performing
1:32.7	player in the chip market, particularly in the server market. And that did not happen, Dylan.
1:39.3	I mean, over the course of his tenure, AMD has grown its share in the data center, and
1:48.9	Nvidia has absolutely exploded its share. And if you wanted to sum up the Intel problem
1:56.7	in one word, it would actually be an acronym, and it would be this, GPU.
2:04.3	It would be graphics processing units because AMD has them.
	...

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