$30 billion in revenue?! I don't think even Sony gets $30 billion revenue from hardware, let alone the chip manufacturer.
The Intel Execution in [2024]
- Thread starter Shifty Geezer
- Start date
I think even this is premature.
Major companies have taken bad stumbles before. AMD did so not that long ago. Intel is unlikely to go out of business for simple strategic reasons (as alluded to above), and so long as they remain in business they always just have to execute well at the same time as they get a bit lucky, and suddenly they are on top again.
They are unlikely to recover in the next few years, but never say never.
DavidGraham
Veteran
Intel updates.
They just multiplied 150 mill PS1 sales by a chip cost estimate of $200 and stated that as the potential revenue. Nonsense, obviously.
DegustatoR
Legend
Pat Gelsinger Writes to Employees on Foundry Momentum, Progress on Plan
All eyes have been on Intel since we announced Q2 earnings. There has been no shortage of rumors and speculation about the company, including last week's Board of Directors meeting, so I'm writing today to provide some updates and outline what comes next. Let me start by saying we had a highly...
Intel Awarded up to $3B by the Biden-Harris Administration for Secure...
Secure Enclave award builds on Intel’s programmatic engagement across strategic U.S. government defense programs, including SHIP and RAMP-C.
www.intel.com
Intel, AWS Expand Strategic Collaboration, Helping Advance U.S.-Based...
Intel to Produce Custom AI Fabric Chip on Intel 18A and Custom Xeon 6 Chip on Intel 3 for AWS; Multi-Year, Multi-Billion-Dollar Collaboration Accelerates Development of Chip Manufacturing in Ohio.
www.intel.com
Pat Gelsinger on Foundry Momentum, Progress on Plan
A message from Intel CEO Pat Gelsinger to employees regarding the next phase of Intel's transformation.
www.intel.com
September 17, 2024
Intel’s Falcon Shores Future Looks Bleak as It Concedes AI Training to GPU Rivals
Intel’s Falcon Shores Future Looks Bleak as It Concedes AI Training to GPU Rivals
Good summary article. I think acknowledging their current state in AI training and exiting that space is a good call overall. To me their biggest issue is lack of competitive DC cpu’s
Become a crucial part of the US and western chip supply strategy in case of war with China, and yes, you probably could.
I wonder why it’s so hard for Intel to build a big GPU. They had a mountain to climb on the software front already but it’s really surprising that they can’t even get the hardware right.
https://www.wsj.com/business/deals/...ntel-about-a-takeover-in-recent-days-fa114f9d
let´s see what's gonna happen next ...
let´s see what's gonna happen next ...
cheapchips
Veteran
That'd be quite the move for Qualcomm if it is allowed to go through. Aside from their push onto PC, they'd go from a fabless to, er, fabulous company.
I don't want Intel to be bought or disappear I just want them to be better.
NVIDIA has shittons of bucks to spend.
DegustatoR
Legend
I'm not sure why anyone would be interested in buying Intel right now.
This rumor seems like someone trying to influence the stock price and little else. Same for the console one prior to it.
This rumor seems like someone trying to influence the stock price and little else. Same for the console one prior to it.
If they did that, they wouldn't get approval. The government opinion here is that the fabs are a strategic asset that need to be maintained. If there is the rumored "external pressure" on Qualcomm to buy Intel, the reason for that would be that the fabs need >$100B investment in the next few years to stay current, Intel cannot fund that out of their own operations, and the capital markets just suck right now to the point where if Intel attempted to raise that the creditors would end up owning more than half the company. So the government is trying to find a relevant American company to save them.
If the sale is a rescue attempt, US regulators will wave it through, and as two American companies that don't really directly depend on much things overseas, the government would just tell any foreign regulators to go kick rocks. Antitrust isn't an issue here. NV just probably really doesn't want to.
That's a horrifying thought.
DavidGraham
Veteran
If Jensen accepts such a deal, he would probably dismantle Intel, keep only 2 departments: the foundry and the CPU department (to make CPUs with X86, ARM and a mixture of both). He would make Intel very lean and probably very mean too.
Inventors will dump huge amounts of cash into the new NVIDIA + Intel company too.
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