Intel's CEO Shares His Plan To Win The AI Chip War — With Pat Gelsinger
Dec 13, 2023
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Pat Gelsinger, CEO of Intel, discusses the AI chip war, the components of the chip business, CPUs vs. GPUs, NVIDIA's weakness, Intel's comeback, and their plans to bring AI everywhere and revolutionize the PC.
Intel is focused on rebuilding its process technology capabilities and becoming a foundry for the industry.
Intel is adopting a new strategy to be both a manufacturer and a provider of chip designs.
Deep dives
Intel's Comeback Strategy and Process Technology Leadership
Intel's CEO Pat Gelsinger discusses the company's previous challenges and its comeback strategy. He highlights the importance of technical leadership and product execution. Gelsinger also emphasizes the criticality of process technology leadership, which Intel lost in the past. He explains that the company is focused on rebuilding its process technology capabilities and becoming a foundry for the industry.
Different Parts of the Chip World and Intel's Role
Gelsinger provides an overview of the different parts of the chip world, including design and manufacturing. He explains that Intel used to be an integrated design and manufacturer (IDM), while most companies have transitioned to being either a pure foundry or a design-only company. However, Intel is now adopting a new strategy to be both a manufacturer and a provider of chip designs. Gelsinger also mentions the importance of rebuilding Western manufacturing capabilities.
Competition in AI and Intel's Position
Gelsinger discusses the landscape of AI and the competition in the field. He mentions that Nvidia is currently the market share leader and acknowledges that Intel is still a smaller player in comparison. However, he highlights the company's growing rate and increasing interest from customers who are seeking alternatives. Gelsinger also explains Intel's plans to offer accelerators for AI workloads and compete with other major players in the AI space.
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.
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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.
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