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ChinaTalk
A Gut Check on Intel and Nvidia with Asianometry, Fabricated Knowledge, and SemiAnalysis
Apr 4, 2024
Experts from SemiAnalysis, Fabricated Knowledge, and Asianometry discuss Intel's challenges, GTC reflections, and the importance of Dr. Ann Kelleher. They explore AI strategies of Nvidia and TSMC, leadership styles in the tech industry, and the potential funding sources for Intel's foundry business.
33:10
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- Intel's success depends on process technology despite financial challenges.
- Nvidia aims to dominate AI computing through advanced infrastructure and data-centric approaches.
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Intel's Future and Capital Challenges
Intel's future success relies on their process technology, despite facing financial challenges. The Chips Act provides financial support, but Intel still needs around $150 to $200 billion for sustainability. Despite optimism about their technology, profitability might not be achievable until 2026 or 2027, impacting their stock price and business viability.
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