Motley Fool Money Intel: 3rd in a Two-Horse Race
4 snips
Dec 2, 2024 
Tim Beyers, a Motley Fool analyst, discusses Intel's recent struggles under CEO Pat Gelsinger, focusing on the company's late entry into AI and challenges in the chip market. He suggests that Gelsinger’s long-term investments may yet bear fruit. Meanwhile, cybersecurity consultant Dave Hatter delves into the troubling world of surveillance capitalism, shedding light on how users' private data is often mishandled and the importance of understanding privacy policies. Together, they navigate the complex landscape of tech and data privacy.
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Gelsinger's Intel Challenge
- Pat Gelsinger, despite his qualifications and history with Intel, couldn't regain the company's dominance.
- The rise of GPUs, crucial for high-performance computing, contributed to Intel's struggles under Gelsinger's leadership.
Intel's Revenue Concentration
- Intel remains largely driven by its client computing group, despite efforts to diversify.
- The company's revenue diversification and data center market share haven't grown significantly.
Gelsinger's Inheritance and Foundry Focus
- The semiconductor industry's roadmap-driven nature means Gelsinger inherited pre-existing plans.
- Intel's significant investments in the foundry business, while necessary, impacted short-term profitability.