Big Technology Podcast Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
Dec 13, 2023
Pat Gelsinger, CEO of Intel, dives into the intensely competitive AI chip landscape. He discusses the differences between CPUs and GPUs, emphasizing NVIDIA's weaknesses and the rise of new rivals. Gelsinger outlines Intel's resurgence plans, including its renewed focus on domestic manufacturing and the foundry business. He also shares insights on Apple's chip design strategy and how it impacts the industry. This engaging conversation highlights the future of AI and Intel's commitment to leading the charge in innovation.
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Intel's Decline and Comeback
- Intel's decline stemmed from a lack of technical leadership in the CEO position, poor technical decisions, and a loss of process technology leadership.
- Betting against EUV lithography proved critical, shifting Intel from a leading to a lagging position in the semiconductor industry.
Chip Industry Structure
- The chip industry comprises design, manufacturing (foundry), and fabless companies.
- Intel, traditionally an IDM (Integrated Design and Manufacturing), is shifting to become a foundry for the industry, producing chips for other companies.
CPUs vs. GPUs
- CPUs are general-purpose processors capable of running diverse software applications.
- GPUs excel at specific throughput workloads like graphics and AI, performing matrix operations and floating-point calculations efficiently.