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Big Technology Podcast

Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6395 Ratings

🗓️ 13 December 2023

⏱️ 27 minutes

🧾️ Download transcript

Summary

Pat Gelsinger is the CEO of Intel. He joins Big Technology Podcast to discuss how the AI chip war is playing out and why it's growing more competitive. In this episode, we break down the various components of the chip business, the difference between CPUs and GPUs, who's ahead in the AI chip war, NVIDIA's underrated weakness, and why Intel is getting back into the foundry business after a couple of failed attempts. Tune in for a vibrant, deep discussion of the state of the AI chip business and the state of Intel's comeback. --- See how Intel is bringing AI Everywhere on Thursday, December 14 at 7:00 – 8:00 a.m. PST / 10:00 – 11:00 a.m. EST for a keynote featuring CEO Pat Gelsinger and other Intel leaders livestreamed on the Intel Newsroom.  --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: [email protected]

Transcript

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0:00.0

The CEO of Intel joins us to talk about the company's AI plans and the broader chip war.

0:06.0

All that and more coming up right after this.

0:09.0

Hey, I'm Michael Kovnet, host of The Next Big Idea Daily.

0:13.0

The show is a masterclass in Better Living from some of the smartest writers around.

0:18.0

Every morning, Monday through Friday, we'll serve up a quick 10-minute

0:21.6

lesson on how to strengthen your relationships, supercharge your creativity, boost your productivity,

0:27.0

and more. Follow the next big idea daily wherever you get your podcasts. LinkedIn Presents.

0:39.3

Welcome to Big Technology Podcast, a show for cool-headed, nuanced conversation of the tech world and beyond.

0:45.0

We have a very special show for you today because the CEO of Intel, Pat Gelsinger, is here with us today.

0:51.0

Pat, welcome to the show.

0:52.1

Hey, great to be with you, Alex, and look forward to having a chat together and talking to all of your listeners today.

0:59.6

Great. Well, thank you for being here. We're talking about Intel. And I think the question that people have about Intel, I mean, obviously, you're in the middle of a comeback is we all remember the Intel inside days and that Intel

1:11.8

wasn't everything and then something fell off. So what exactly happened at Intel and what is the

1:17.4

comeback looking like? As briefly as you can. Yeah. And, you know, over an extended period of time,

1:24.6

Intel didn't have technical leaders in the CEO chair, you know, made

1:29.1

some bad technical choices, you know, had sort of lost its way in its core product execution.

1:34.5

And then probably the most critical one, Alex, was we lost process technology leadership.

1:41.4

You know, we bet against this key technology called EUV, and that ended up being critical.

1:47.0

Then we went from being multiple years ahead in process technology and continuing war's

1:52.0

law to multiple years behind.

1:55.0

And boy, you know, when I came in charge two and a half years ago, it was rebuilding the

2:00.0

company, setting a new strategy,

...

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