She take the chip of panther lake out of her pocket yesterday, I think she is Saluting to Pat！
She take the chip of panther lake out of her pocket yesterday, I think she is Saluting to Pat！She will be talking the blame/reward for her previous CEOs Plans 🫠🫠
He would fire all the engineers and replace them all with H1B, then rant about not getting enough government money or something.He would kill the fab and go to TSMC or he will make Intel his personal FAB for All his companies
Funny thing the planmaker is not at Intel imo when they were stagnating with 10nm and pushed 7nm away I thought they were done for lolIntel's product plan for 2025-2027 is called "Shut up and Ship!" which is the actually the same as Gelsinger's roadmap but talking about it less. Response seems fairly muted. Which is good. All according to keikaku.
Intel's product plan for 2025-2027 is called "Shut up and Ship!" which is the actually the same as Gelsinger's roadmap but talking about it less. Response seems fairly muted. Which is good. All according to keikaku.
I'd be selling half my shares too if Intel thought I'm only worth half a CEO.Even Holthaus is getting in on the action.
If it moves demand to inference from training then companies with inferencing hardware could be better off than previously assumed.Former Intel CEO blasts market for DeepSeek overreaction (INTC:NASDAQ)
Intel's (INTC) former CEO Pat Gelsinger called out the market for overreacting to the news of China's DeepSeek artificial intelligence model. Read more here.seekingalpha.com
Thoughts?
That might favor Intel, if only because they aren't overvalued on account of AI prowess.But the market reacting this way is good. AI valuation is excessive.
They are not AI valued at all if anything they are trading lower than book valueThat might favor Intel, if only because they aren't overvalued on account of AI prowess.
Shares of Nvidia fell by nearly 17 percent on Monday, cutting nearly $600 billion from the chipmaker’s market capitalization. Shares of Nvidia rival AMD fell 6 percent, while TSMC—the Taiwanese company that manufactures Nvidia’s chips—fell 12 percent. The selloff was widely attributed to the growing popularity of AI models from the Chinese company DeepSeek—especially R1, an open-weight competitor to OpenAI’s “reasoning” model o1.
But this explanation doesn’t make sense to me. DeepSeek’s models were trained using Nvidia chips, so it’s not obvious why DeepSeek’s success would be bad news for Nvidia. And it’s even harder to explain why it took a week for Wall Street to react to the January 20 release of R1.
A more plausible explanation is that someone tipped traders off to Donald Trump’s plans to slap tariffs on chips made in Taiwan—which Trump announced later in the day. I can’t prove this theory, but I think it fits the facts better than the DeepSeek theory. Interestingly, we didn’t see a second selloff in Nvidia or TSMC shares after Trump’s announcement, suggesting that markets had already “priced in” the news.
An interesting alternate take on the current situation:
Obviously it's all speculation, but good to keep in mind nonetheless.
The engineering milestone stuff was fine IMO. Even showing off notebooks with PTL, cool, whatever. It's the "rearview mirror" stuff that really bit him in the a** IMO. You can't possibly still be that cocky, even if it just an "act" for shareholders or something.Gelsinger trumpeting every milestone, every deliverable was a bit too much.
But how different is the new team, showing off notebooks with PTL, that won't ship for ~9 months?
I have heard this before in a different context.Michelle Johnston Holthaus said:Our AI opportunity is centered on solving our customers' most pressing challenges, particularly reducing compute costs and increasing efficiency. A one-size-fits-all approach will not suffice. Instead, we see clear opportunities to leverage our core and existing assets in new ways with the goal of delivering the most compelling total cost of ownership across this continuum.
No, he just published a memoir, which has him doing the interview circuit to generate publicity for it. With Intel's recent flailing, I guess the interviewer just decided to ask him for his take on it.
He's credited with stopping leading edge nodes at GloFo. Would he do the same at Intel? 🤔Intel's vacant CEO spot rumored to be filled by Tom Caulfield — abrupt GlobalFoundries shakeup sparks speculation
What a career!www.tomshardware.com
Was he there from 32nm-14nm? How instrumental has he been in keeping GF alive as a lower-tier foundry?He's credited with stopping leading edge nodes at GloFo. Would he do the same at Intel? 🤔