Motley Fool Money
Intel: 3rd in a Two-Horse Race
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.
34:03
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Quick takeaways
- Pat Gelsinger's leadership at Intel was marked by declining revenues and challenges in adapting to a competitive chip market dominated by rivals like AMD and NVIDIA.
- Intel's strategic pivot towards the foundry business under new interim co-CEOs aims to enhance manufacturing capabilities and respond to evolving industry demands.
Deep dives
Pat Gelsinger's Tenure at Intel
Pat Gelsinger's departure as CEO of Intel marks the end of a tenure that did not live up to shareholders' expectations. Although he returned to the company with a strong technical background and hopes to revitalize Intel in the competitive chip market, he faced significant challenges. During his leadership, Intel struggled to regain its previous dominance, particularly with competitors like AMD and NVIDIA gaining ground in data centers and graphics processing units. Despite some advancements in diversifying their product offerings, Intel's reliance on traditional CPU business and lagging revenue figures illustrate the difficulties Gelsinger encountered.
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