Why Intel Is Losing Ground to Nvidia

WSJ Tech News Briefing

The Wall Street Journal

News, Tech News

4.6 • 1.6K Ratings

🗓️ 15 January 2025

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

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Summary

There is fresh evidence that Intel, the once-mighty innovator, is losing market share in more areas than commonly known, says WSJ tech columnist Christopher Mims. He joins host Belle Lin to discuss the state of the Intel world, including the challenges of steering a massive company, Intel’s fading lead in data-center chips and how it missed the boat on artificial intelligence. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:24.5	Sign up for your $1 a month trial at Shopify.com slash setup.
0:33.6	Welcome to Tech News briefing.
0:36.2	It's Wednesday, January 15th. I'm Bell Lynn for The Wall Street Journal.
0:41.5	The once-mighty tech giant Intel is struggling to keep up and navigate changes in its key markets.
0:48.6	The maker of chips for data centers, laptops, and hardware for PC gaming is losing market share in areas
0:57.0	critical to its profitability. Meanwhile, its competitors like AMD and NVIDIA have nimbly moved
1:04.6	to capture share. Now, our tech columnist Christopher Mims tells us what's going on at Intel,
1:10.6	and why he says the company's
1:12.6	woes may be worse than you think.
1:18.7	The market for data center chips once considered Intel's sole domain seems like it's up for grabs.
1:26.8	One big flashing warning sign. In the latest quarter
1:31.1	reported by both companies, AMD eclipsed Intel's revenue in that market. It's a stunning
1:37.7	reversal. In 2022, Intel's data center revenue was three times that of AMD.
1:45.2	For more on this, we're joined by WSJ Tech columnist Christopher Mims.
1:50.3	Okay, Christopher.
1:51.4	Tell us, why is Intel struggling even more than people might be aware of?
1:56.7	Intel faces a number of threats.
	...

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