Intel's CEO Pat Gelsinger discusses the company's AI ambitions, including the announcement of their first-ever AI PC. He shares insights on the impact of the AI surge on Intel, his four priorities for business leaders in navigating the transition to AI, and his leadership style in shaping the future of Intel.

Pat Gelsinger, CEO of Intel, discusses the company's optimistic fourth-quarter revenue forecast and strategies for regaining market share after a challenging period. He dives into cost-cutting measures and the competitive landscape in semiconductors, particularly regarding AI chips. Gelsinger also highlights the shift toward on-premises AI inference and Intel's advancements in its foundry business. Additionally, he addresses the mixed results in Intel's recent earnings report, focusing on both positives and ongoing challenges in the market.

Today I'm talking to Pat Gelsinger, the CEO of Intel. I’ve been excited to have this conversation for a very long time – ever since Pat took over as CEO a little over a year and a half ago. After all. Intel is a very important company with a huge series of challenges in front of it. It’s still the largest chip manufacturer by revenue, and makes more chips than any other company in the United States. In fact there are basically only three major chip manufacturers: Taiwan Semiconductor Manufacturing Company, or TSMC, which is in Taiwan, Samsung, based in South Korea. And Intel, here in the United States.The Intel Pat took over was struggling, and was losing ground to in a variety of markets. But in the past year and a half, Pat’s restructured the company, turned over almost all of its leadership positions, opened a new line of business that would compete with TSMC and make chips for other companies including Intel’s competitors, and generally tried to reset Intel’s famous engineering culture around engineering.Glossary:IFS - Intel Foundry Service.Raptor Lake - codename for intel's Gen 13 processors that were just the day before we had our conversation.Sapphire Rapids - the codename for Intel's 4th generation Xeon server processors.20A and 18A - 20A is a rebranding of what was intel's 5nm process scheduled to debut in 2024 and 18A is a rebranding of Intels 5nm+ node due out in 2025.Packaging - integrated circuit packaging is the last step of semiconductor fabrication. It's where a block of semiconductor material is put into a case. The case, is known as a "package" and that is what allows you put a circuit on a board.Wafers - When a processor is made they make processors you make hundreds of them at once on a giant wafer. EUV - is Extreme Ultraviolet Lithography. It's the most advanced way to make chips. ASML - Is the company that makes the machines that lets you make chips. They are the only company that makes EUV machines.RibbonFET - A new transistor technology that Intel developed.ISV - Independent Software Vendors.PDK - Process Design Kit is a set of files that have data and algorithms that explain the manufacturing parameters for a given silicon process.EDA tools - stands for Electronic Design Automation tools. Basically software tools that are used to design and validate the semiconductor manufacturing process.Robert Noyce and Gordon Moore - the founders of Intel.Andy Grove - employee #3 who went on to become one of their most successful CEOs.Links:Moore's LawIntel is replacing its CEO in FebruaryIntel has to be better than ‘lifestyle company’ Apple at making CPUs, says new CEOApple is switching Macs to its own processors starting later this yearApple MacBook Air with M1 review: new chip, no problem What we know about Intel’s $20 billion bet on OhioIntel is building a new €17 billion semiconductor manufacturing hub in GermanyIntel delays ceremony for Ohio factory over lack of government fundingIntel needs 7,000 workers to build its $20 billion chip plant in OhioBiden signs $280 billion CHIPS and Science ActPresident Joe Biden speaks after groundbreaking for Intel’s $20 billion semiconductor plantIntel’s top Arc A770 GPU is priced at $329, available October 12thIntel’s 13th Gen processors arrive October 20th with $589 flagship Core i9-13900KTranscript:https://www.theverge.com/e/23149693Credits:Decoder is a production of The Verge, and part of the Vox Media Podcast Network.Today’s episode was produced by Creighton DeSimone and Jackie McDermott and it was edited by Callie Wright.The Decoder music is by Breakmaster Cylinder. Our Sr Audio Director is Andrew Marino and our Executive Producer is Eleanor Donovan.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

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.

Pat Gelsinger, CEO of Intel, shares insights on the company’s promising third-quarter results and future strategies. Vivek Ramaswamy, a former presidential candidate, discusses the intersection of technology and policy amid the election. Rameez Shalot analyzes Amazon's strong earnings linked to its cloud business, while Kristen Smith highlights the pressing need for crypto regulation ahead of the election. Together, they explore how political dynamics are shaping the technology sector, including AI's potential impact and the evolving regulatory landscape.

Pat Gelsinger, CEO of Intel, dives deep into the company’s latest earnings and future strategies, highlighting their comeback amid fierce competition from NVIDIA and AMD. Joined by Tom Giles, Ian King, and Joanne Feeney, they discuss Intel's dual role in AI chip manufacturing, the impact of the CHIPS Act, and ongoing restructuring efforts. The conversation also touches on the excitement around Intel's Foundry business and the challenges of funding in the evolving tech landscape, showcasing a hopeful outlook for recovery and innovation.

Pat Gelsinger, CEO of Intel, leads a discussion that delves into the company's recent financial recovery and restructuring efforts. Joanne Feeney offers insights on the competitive landscape against AMD and NVIDIA. Ian King highlights the anticipated Gaudi 3 launch, emphasizing challenges in software and GPU capabilities. Tom Giles discusses how the upcoming election could impact the CHIPS Act and its bipartisan support. Together, they analyze Intel's strategic outlook amidst cost-cutting and the importance of growth in the semiconductor sector.

In this insightful discussion, Pat Gelsinger, CEO of Intel and a seasoned tech leader, shares his vision for revitalizing the semiconductor giant. He discusses Intel's strategic overhaul and the challenges of competing in the AI chip market. Joining him are Tom Giles, Ian King, and Joanne Feeney, who delve into Intel's financial performance, potential acquisitions, and the impact of the CHIPS Act amidst political uncertainty. The conversation highlights Intel's recovery efforts and partnerships that could shape future growth in this evolving industry.

Pat Gelsinger, CEO of Intel, dives into the latest earnings report and the positive trends following their Lunar Lake launch. He discusses the growing importance of on-device AI and how smaller models can benefit Intel's hardware. Gelsinger also touches on the potential impact of the upcoming elections on the Chips Act and the semiconductor landscape. Despite recent restructuring challenges, he expresses optimism for future growth and highlights strategic financial measures that signal resilience in a competitive market.

Pat Gelsinger, CEO of Intel, discusses the company’s improved earnings outlook and strategic shifts after challenging times. Tony Fadell, co-creator of the iPhone, shares insights on Apple's AI strategies and consumer behavior, particularly regarding new product features. Kevin Mann, President of Henning and Walsh Asset Management, provides analysis on Amazon's strong earnings and significant capital spending in AI. The conversation dives into the competitive landscape of tech companies, focusing on their performance metrics and growth trajectories.