Intel's Crazy Plan for AI Chips IS WORKING! (Supercut)

Highlights from the #intel Foundry Direct Connect keynote presentation, featuring Sam Altman from #openai as well as the CEOs of Microsoft ( #msft stock ) and ARM ( ARM stock ). Highlights include Intel's new 14A chips, major architecture changes for the era of generative AI kicked off by #chatgpt and now #sora as well as partnerships with Microsoft, ARM, and OpenAI, and much more.
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Timestamps for this Intel Supercut:
00:00 Intel & OpenAI on AI Chips
02:25 Introducing Intel Foundry
06:22 Intel & Microsoft Partnership
07:26 Intel 14A Announcement
10:35 The New AI Chip War
12:41 Intel vs Taiwan Semi (TSMC)
18:25 Intel's Plan for AI Chips
22:43 Intel & Arm Partnership
Resources & References:
» @Intel Foundry Direct Connect Keynote: • Intel Foundry Direct C...
» Sam Altman and Pat Gelsinger Talk Artificial Intelligence: • Sam Altman and Pat Gel...
» Nvidia GPU Advances: • NVIDIA'S HUGE AI Chip ...
» Nvidia AI Advances: • NVIDIA'S HUGE AI Break...
» OpenAI Dev Day: • OpenAI & Microsoft's H...
» Google AI War: • The AI War Has Begun! ...
🙏 Thanks for watching!
Disclosures:
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[@TickerSymbolYOU]

No sponsors, no links. Just the latest news on Intel in 1/3 the time.

[@pensinseo7745]

The hero we need, thanks a lot

[@sub.matter1410]

Amazing! Thank you very much 😊

[@OABIRV]

Rent? Intel?

[@archvaldor]

Really appreciate you uploading the primary sources.The mainstream media never does this. That aside I would like to see your summary of the subject as I'm simply not smart enough to catch everything important here.

[@japanstation1]

Thank you for the cut. Interesting updates.

[@xCheddarB0b42x]

You did us a great service by editing and curating this high level briefing. Thank you.

[@TickerSymbolYOU]

Glad you enjoyed it!

[@powermorning]

As an ex employee of TSMC, i think we really have to take Intel's narrative with reservation. Speaking not out of pride or any emotion... There's a saying, when a customer asks TSMC to jump, TSMC will ask, "how high?" Intel on the other hand will say, "why?"

[@mrjonkykong4653]

Until TSMC has a plant in the US, it's at a deficit

[@palikariena7292]

that was true when the founders left/died/retired and they left it in the hands of O. and the bean counters. However, this guy Gelsinger is an engineer and was ALMOSt given the reigns. he should be able to do the job

[@profounddamas]

@@palikariena7292To me promises means zero, just like politician promises. Remember those Intel promises for 14nm++++++++++++++++++++++++++++++++++++ nodes?

[@billmarshall3763]

They haven't even started their foundry, there are already sayings about it?

[@ronborkowski1721]

I was going to point out US manufacturing until I saw this. TSMC's new 5-nanometer chip fabrication plant in northern Phoenix, Arizona: Construction began in September 2021 and is expected to be completed in the first half of 2025

[@shahinrab]

Pat says: "Moore's law is not dead". Please take this with a huge grain of salt. I switched my PhD from electronics (chip design) to computer graphics in 2007 because I was fearing in about 18-20 years my knowledge would expire as the transistors would fall below nanometer, where the classic physics stops working and the behavior of the circuit is heavily governed by Quantum Mechanics; and boy am I not happy making that choice :) The Moore's law does not say it is impossible to go down to the Agnstrum scale (as these displayed wafers are claimed to achieve); Instead the law says something about the *rate* of transistor shrinkage. This is the main factor that determines the price of a chip: If you put X amount of dollars in reducing the transistor width, and it takes Y amount of time to design it with Z number of labour, you would expect a very predictable return of investment from 1960s to 2010s. But now, you need to *increase* all X, Y, and Z to achieve the same results, and you need to keep scaling up the X, Y, Z as the transistors get smaller and smaller, because it becomes exponentially harder to do so below nanometer. ^^ This means for the same price, you cannot buy faster chips, while this has been the case in the period (~60 years) where Moore's law has held true. So unless there is government subsidiary (which seems to be the case going for Intel right now), your chips wont see the light of the day, because nobody wants more expensive chips. The alternative is what Nvidia has been trying to push for, i.e. accelerated computing. This means the speed does not necessarily come from the transistor density on a chip, rather it comes from more sophisticated architecture + a paradigm shift in the computational model (e.g. GPU parallel computing). They have been using AI to help design the architecture since 4 years ago; because the design has become so complex that manual engineering cannot simply achieve that level of sophistication. So long story short, it seems faster computational models are going to less rely on the chip manufacturing technologies (TSMC or Intel, does not matter), and more rely on smarter high level designs (ARM / Nvidia / AMD). Of course there will always be money for grab for Intel because somebody still has to print those wafers. And because of the geopolitical sensitivity of TSMC, this will be a great opportunity for Intel to make a comeback. But I feel weird watching Pat making dad's jokes and show *cool* photos of the employees high-fiving. It feels like a novice salesman acting desperately to be cool, instead of being precise and analytical. I expect Pat to talk about the big picture, something we do not see, instead of taking a family photo with his wafers. Disclaimer: I am a share holder of Intel and Nvidia. So I am optimistic generally speaking about Intel, but with this kind of presentation, not very excited.

[@ElectricityTaster]

As someone who has been using a FX6300 since 2015 and a 1050ti since 2017, the price of CPUs and GPUs is incredibly cheap if you do it per year of operation (cheaper than Netflix). Consumers don't want more expensive chips, but it they wear our sooner because they are so small, It could subsidize lower prices due to increased demand. But is it true that below nanometer chips wear out significantly faster?

[@kingkura]

Agreed.

[@vsanden]

Didn't you think you could do something after working for 20 years and reeducate yourself? Or already delivered the higher value and earn enough that money was not important anymore? I like your vision and idea but think it's somehow wise, but also somehow strange to do this. Having this said, I had the same considerations when studying and thinking about the future but I still had to say this :-)

[@shahinrab]

@@vsanden First, thanks for reading my lengthy comment. Second, I am not sure if I completely grasped what you mean by reeducating myself or delivering higher value.

[@randyphay5884]

Nothing is more powerful and faster than our Google Sycamore processor.

[@morphos2]

Another funny moment in the video (22:43): the announcement of the partnership with "arm", Intel's historic arch-rival. The openness to this partnership demonstrates Pat Gelsinger's maturity as Intel's CEO. 👏🏻👏🏻👏🏻

[@BedeMeredith]

they need the new instruction set to be standardized to prevent divergence and reduce and hamper arms gainz. or arm could win if something they do is fundamentally better and intels.

[@jitx2797]

Will arm lower the cloud cost??? 4€ is too much for me 😢

[@marcos14223]

@@BedeMeredith AMD and INTC both have ARM license, they could if they want modify the arch or design something new using ARM instructions...

[@morphos2]

@micro-organism-pv5gd I’m an investor in Intel and in IonQ, so perhaps what you’re saying interests me… but I don’t think I understand what you’re saying.

[@lilmayhem10]

@micro-organism-pv5gd what do you mean by that 🤔

[@dimitristripakis7364]

FINALLY I found a stock's channel that educates. Wonderful job, much needed, subscribed and thanks.

[@DihelsonMendonca]

Do you know the channel "Anastasia on tech" ? Amazing too. ❤

[@innosanto]

Geia sou re Dimitri

[@dimitristripakis7364]

@@innosanto Γεια σου φίλε!

[@Joshologic]

that partnership with ARM is MAJOR. cannot be understated how big that is

[@250txc]

Right along with OpenAI...

[@rosomak8244]

@@250txc Yes. As usual they will run OpenAI in to the ground.

[@250txc]

@@rosomak8244 Who is 'they'?

[@typingcat]

@@250txcThe Juice.

[@jasonbuksh2958]

…. Not done out of choice - they will still screw it up

[@jasonulyssesglutz513]

We need you do a deep dive sharing your thoughts and perspective on this. It’s intriguing for sure.

[@TickerSymbolYOU]

I'll put it on the list!

[@Joshologic]

you can tell Pat treats Intel like his baby, he wants it to succeed so bad. All CEOs are on the front lines, but only a few really enjoy it. Whether or not it will is up to his team, but I see the passion for sure

[@Ragis]

He's the closest thing to a founder CEO Intel can have. Became an employee at 18, was personally mentored for decades by Andy Grove, led the 486 CPU project, as CTO he pushed WiFi and USB, crushed AMD in the 2000's, etc.

[@alsydar]

Thanks for the excellent video. I recommend to watch the full version, Intel is truly "Unleashed"!

[@TickerSymbolYOU]

Glad you enjoyed it!

[@RedfishGB]

Great to see you Pat!

[@CuriousJet]

Thank you for bringing this to us, you’re great!

[@TickerSymbolYOU]

Glad you enjoy it!

[@derekaugust872]

I have a large portion of both TSM and Intel. I think they are both going to do great and I think there is room for both of them.

[@mathiassjborg9391]

its wird i wanna buy but when i look it up i see more hold then buy and estimates is a big mix ? would you call it buy and why ? and thans for the vids! :D

[@fredlacroix6865]

in semicon packaging lingo we call it MCM multi chip modules

[@erdalkose4515]

Great news thanks a lot, but without your valuable comments how the evaluate this in the best possible way?

[@TickerSymbolYOU]

Separate video on that coming soon!

[@fmios]

​@@TickerSymbolYOUlooking forward to it!

[@glennm7086]

I worked at Intel from 1999-2016 and I already sold my stock. Intel saw NVDA threat when they launched CUDA in 2007. NVDA at $65 and $405 has been my most profitable investment. I see strong support in the low 40s. I am thinking of buying some INTC for the foundry upside and supply chain resiliency. War could disrupt TSMC and Intel could really benefit. INTC seems to be an interesting, low risk hedge. Gelsinger is a great leader - very respected internally. I had to present something to him once, and he offered me a 4 or 4:30 AM slot. I took the 430.

[@Mountain_bonker]

TSMC is now a HUGE risk due to China looming over the horizon.

[@fmios]

Intel is a buy for me: 1. Chips Act 10 Billion announcement will happen "very soon" according to the CEO 2. it's rumored that Nvidia will partner with Intel for packaging from the next quarter onwards 3. Stock is down now, so it might be interesting for your viewers. 4. There is a lot of Call Options activity with millions of USD betting that INTC will move higher in the short-term and long-term.

[@TickerSymbolYOU]

Solid list!

[@alsydar]

Me2👍

[@SharkOrDie]

SOXQ & INTC on the side! DCA

[@RockinRonny420]

Ai will advance propaganda so billionaires can control the masses and advance fascism around the world.

[@utubeisfake]

at what price is it a buy??

[@derekaugust872]

Do you have a video on ASML?

[@timnelson8209]

Off topic, but could you do some analysis/comparison of cyber security companies. Many thanks for your diligent work.

[@TickerSymbolYOU]

Cybersecurity is high on the list!

[@nikifun301]

kzbin.info/www/bejne/e4ndoGd8opVld7ssi=mT1xVnSJ-Y3w5_Zl

[@DN-mo9sh]

Great content, I'm too busy with my day job to investigate what's going on! So Intel admits they will never be able to compete with TSMC on transistor density, so Intel needs to be experts in SoC packaging and create open interfaces between chiplets to be competitive. Sounds like the US only possible strategy to return as a tech leader in chips. TSMC will never bring their latest technology to the US because they have to keep that critical expertise in Taiwan as insurance against a Chinese takeover. Plus the US is too expensive and not as motivated to maintain the high level of detail at all the process steps where the Taiwanese workers excel. Can you cover Cadence and Synopsys? They are leveraging AI not only to help design the IC's but also create the simulations (Ansys) needed to support the high speed interfaces between the chiplets. Sounds to me they are the enablers for everyone to create custom SoC's that might compete with NVIDIA.

[@hosseindaneshpajooh8532]

When you hear TSMC more than you hear intel, it’s a bit too optimistic, Intel to me will have a short term boost thanks to the chip policy and will never achieve what it’s picturing now! Simply know enough intel employees and can assure you almost through their entire company, the company culture is not based on efficiency based on working hard but the opposite, almost everyone I know in intel tries to run away from working and the company let them! It’s just an old wrecked industry which is being held by the fact that they still have a monopoly, they will be another GM soon! The company is a joke but still thanks to the AI boost and poliics babysitting it I did invest in them myself for a short/mid term investment!

[@RajShah202]

I love your comment ❤ Are you an employee of intel or someone else told you about the culture?

[@MissMan666]

im not so convinced. Intel needs to put actual product out there that shows they are better or at least cheaper. As it is now and has been for several years, Intel is 2nd tier chips, in both comsumer market and more imortant in the data center. On the foundry side, they are 3rd tier, behind TSMC, behind Samsung. I need to see them being at least a leader in either the foundry side or the product side. The only thing they lead in, is market share, and that has been bleeding away over for a decade. We have all been promised great things from intels for 6-7 years, but it has failed to deliver. I hope the turn around is true, but as it is...no more power point slides, no more words and promises , - It's time to actually show now.

[@christopheraaron2412]

The power requirements seem to indicate that we're going to need those modular smaller nuclear reactors

[@TickerSymbolYOU]

We're probably going to need a lot more than that!

[@christopheraaron2412]

@@TickerSymbolYOU each data center can have a small reactor

[@MrZ4speed]

@@christopheraaron2412 Fusion!

[@christopheraaron2412]

@@MrZ4speed Definitely! However, until then, we have the modular fission reactors, and we need to resurrect the fast-breeder reactor program to process the nuclear waste. We have about 150 years of fuel with just the waste!

[@danielrazo8704]

GE

[@pcefbol6704]

The only way to save Intel is a strong agreement with ARM to help them develop the next CPU generation.

[@gustamanpratama3239]

Will optical computing and/or interconnects lead us to zettascale supercomputers one day?

[@mrbbruiser.5488]

INTC correct?

[@fmios]

Yes

[@TickerSymbolYOU]

correct

[@thetradersam6157]

🤣🤣

[@jeffreyoneill4082]

MAMBA may help with the energy costs of AI buy increaseing the efficiency on the software side by 1 to 3 orders of magnitude.

[@HelloWorld-hb7yt]

Intel needs to hire this guy.

[@shephusted2714]

they are losing in every mkt segment and are lined up to get totally devastated - this is clearly a panic response as far as we can tell - we want intel to do well for some competition and price wars but it is not happening for a few more years from the immediate forward guidance

[@rmokofsky]

Never underestimated the power of how fast technology moves!

[@shephusted2714]

@@rmokofsky look at what their stock price has done to never underestimate how deep the basement is - they are in the basement and just starting to dig out new fabs but meeting delays and a monster in amd who is rubbing their ass on intel's gavel - disconcerting to say the least, alarming at its worst and zen5 isn't even out yet but amd will not be able to ramp enough to gain mkt and mind share due to wafer constraints - that may be the only saving grace intel has at the moment, gpu dev at intel may be the lone bright spot but they still have a mountain to climb there

[@dishcleaner2]

The AI music video at the end was dumb and I'm someone who likes gen AI. Other than that great presentation.

[@Melinda_Ross]

Ha ha😅😅😅 ha

[@michaele1278]

Intel has to have a lot go right for it to get them back to where they want to be. Sounds daunting, but NVDIA, AMD all had to have as many things go right for them to get where they are. I think Intel can do it!!!

[@user-lp5wb2rb3v]

Intel hasnt delivered anything eye catching yet in the consumer space. Yes arch is cool, but its an alpha at best. Battle mage will need to perform, and 15th gen needs to be interesting (you get 90% performance at half tdp with a 7800x3d vs 14900k)

[@HDRPC]

IntelCoreUltra is better than i expected. ​@@user-lp5wb2rb3v

[@eddiekay1700]

Nvda doesn't make chips but INTC does

[@profounddamas]

Maybe but at what price for the consumers?

[@Psycrow142]

@@user-lp5wb2rb3vFor gaming, yes. However, for production work and processes, Intel still has its niche. If Intel dies out, it will be an unfortunate day for the tech space. We should all be rooting for Intel as well as AMD.

[@user-mp5ku6ic4k]

I am taiwanese and thank you very much!!

[@ashishmaharaj5483]

Thanks for the video. I would rather buy some more Navitas (NVTS). Released results today - 111% increase in revenue, gross margins improved to 42.2% in Q4 23 compared to 40.6% Q4 22. 72% next quarter growth forecast with EV and data center revenues ramping up. A lot of things to like. Your thoughts?

[@nobodynowhere7163]

He got the units wrong. Power Capabilities is measured in Watts alone not Watt-Hr. Watt-Hr is the energy consumed, say in a month or a year.

[@21EC]

If you think about it, Sam already got tons of money to buy and enjoy whatever he wishes to right? so it means he is doing this not for the money probably since he already has more than enough so he probably is doing it for the sake of helping the world to become a better world to live in (hopefully, I hope AI would end up being more good than bad for our world) and maybe hes doing it for the fun and excitement of his job, of developing AI stuff and doing truly revolutionary things that will be remembered for a very long time.

[@ruby_linaris]

AI does not do any good. It is a common tool to benefit others. And whether "others" are ready to benefit is the main question. If it is used as an economic tool to impose the dictatorship of banks, then all of humanity will lose. And the industry does not have the funds to invest in tomorrow's delusional generator. Sam believes that his confidence can encourage investors, but the problem is different. In the long term, there is no victory from the destruction of civilization. and the profit will be measured in ashes.

[@PSSavant]

I have so far invested in 150 shares @ 40. Hoping to buy more once Intel catches wind.

[@user-ij9vi6sn8g]

where did you buy it

[@PSSavant]

@@user-ij9vi6sn8g E-Trade

[@mattecrystal6403]

@@user-ij9vi6sn8g nov 15th 2024

[@coloradoing9172]

How is your investment doing?

[@PSSavant]

@@coloradoing9172 waiting for their earnings call, if it shows a positive future trajectory then I'll buy the dip. I'm betting on Intel's success by 2025.

[@user-sx6xb5nq9l]

We can't allowed those big tech abused power to destroyed mankind

[@cbbcbb6803]

What are the services that people want, versus, what services that are made available to people that they choose because the services they really want are simply nit available?

[@matuskrajnak9785]

summary at the beginning with timestamps ... love it

[@TickerSymbolYOU]

I’ll do that more often! Cheers

[@morphtek]

we dont need your siliconomy and even further control

[@michelstronguin6974]

I hope Intel can race hard. Because where do you think TSMC will be in 2030?

[@Aracuss]

With the attitude of US policy towards China probably bombed to the ground (if we don't adjust our positions on defending Taiwan at any cost). If USA will be self sufficient and start to develop chips for the West in the USA, TSM will need to look for new business partners. Hence China is a huge market and would benefit from their tech. Like it or not China will not let go of Taiwan. USA mixing itself in to this is like China standing up for Puerto Rican secession.

[@Corgiking521]

@@Aracussor china could change their position and leave them alone and there’s no problem

[@michelstronguin6974]

@@AracussIf China invades Taiwan the foundries of TSMC will be shut down for good. Why? Because it takes enormous international cooperation to run them. If China wants to level the playing field, sure, they might invade, but don’t think for a second that they will get access to those foundries instead of the west. Also, TSMC currently produces over %95 of all the worlds advanced semiconductors, I don’t see how the US builds that capacity in 5 years. Possible, but hard to see how. I truly hope they do, it would be of great benefit to the free world.

[@Mountain_bonker]

@@michelstronguin6974China will invade. Just as russia denied it while amassing troops so is china. But the only difference id that China openly states that they WILL invade Taiwan

[@picanoone5217]

@@Corgiking521if you are Xi would you do that? CCP is obsessed with Taiwan. One China policy. Funny thing is Chiang wanted to invade China from Taiwan to reunify China. It’s not a matter of if but when. “China’s reunification with Taiwan is inevitable “ -Xi Jingpimg

[@chennanium]

Love the reaction of Pat 0:13. Long Intel!

[@ronborkowski1721]

Thanks I watched the AMD release and it took forever thanks for clipping it down.

[@TickerSymbolYOU]

My pleasure! I’m glad the Supercuts add value.

[@juizel8008]

ai is another model not depending x85 XA ?

[@markwrede8878]

GIGO is surprisingly compact.

[@cbongiova]

INTL rested on their laurels for so many years. Their management team is the problem. I don’t believe they can compete anymore and they won’t meet these timelines.

[@gracegiles5462]

This is a DCA weekly for me

[@TickerSymbolYOU]

nice!

[@morphos2]

Pat was the best addition to Intel, when he was most needed. I just hope short sighted institutional investors do not impose a change in the top management.

[@flylord4361]

why use power for cooling, why can't repurposing the heating process to take that energy and use it for cooling

[@g.yohannes1848]

favorite people Pat and Sam

[@ehenningsen]

Intel has a bright future. I love their growth strategy

[@buzzlightyear3715]

In 2001, Congress tried to block ASML from buying the last US company, Silicon Valley Group, that owned some lithography technologies. Intel lobbied Congress to make the sale go through

[@sns1804]

It doesn't hurt to be optimistic about INTC's future.

[@khalidrasouli]

This video was SHOCKING

[@farefell7943]

I like how no one points out that Satya Nadella is using AI to present himself in the video...

[@RunForPeace-hk1cu]

SoC with 1200W TDP 😳

[@TickerSymbolYOU]

Wait until you we see ones with 2000W TDP. Probably sooner than we think!

[@DeepFrydTurd]

I never understood why people record these types of events in person they could just watch this video in a better resolution.. it really shows where there heads are at..

[@sheldoncampbell7030]

Awesome 😊👍🏽

[@aldob5681]

They are planning in 5y what apple is selling since 2020

[@nicolaspace1182]

Intel? OmegaLuL! Where innovation goes to die.

[@jaymacpherson8167]

Interesting that the Pat and Sam intro made no mention of regulating AI, displaying unquestioning faith that the practitioners would do no harm. Maybe that part of their intro was cut from this content…I hope.

[@last_minute_film]

Hey - I was expecting some of your comments and observation from this.

[@TickerSymbolYOU]

I try to keep the supercuts strictly to the information from the keynotes so people can form their own opinions and then share mine separately, otherwise I might taint your view of it

[@eugeniustheodidactus8890]

I am a believer in Intel's success under Gelsinger's leadership....... but he's only going to be there for a couple more years. Slow DCA.

[@TickerSymbolYOU]

I hope whoever is next takes the ball and runs with it!

[@kris2k]

6:19 !

[@jasonbuksh2958]

I remember intel’s culture of attempting to create low power chips to sell at sky high prices - ‘An elephant on a diet is still an elephant’

[@haxxersan]

It’s about the employees in intel. tsmc and its supply chains’ Taiwanese employees are hired with 1/3 of the salary of an American one. they can work with 3 shifts per day and during night time. That tells you all about the foundries.

[@george6945]

Yeah thats why they will expand they factories around the world so they can cut those costs. Just search for the Intels foundry map and you will understand what im saying. On the other hand its also how much efficient a employee can be. Talking about an engineer coming from a great university with lots of reasearch and good knoledge on factors like semiconductor could be more efficient for the company that an taiwanese employee imo.

[@jmatt98]

Humonid robots will cut that cost in half

[@Foukez]

plot twist - This whole interview was AI generated.

[@midwestcannabis]

Awesome🎉

[@TickerSymbolYOU]

🎉

[@ai_Musicforlife]

Fantastic presentation ! who wannna to join shift turn fab job in the US to realize Pat's BIG dream in the first place,could any American young ppl tell me ?

[@mcknotz]

14a? 16e? I thought they are meant to be on 10nm and aiming for 8nm?

[@TickerSymbolYOU]

They are. They're doing 5 nodes in 4 years. 14A is 1.4nm (14 Angstroms).

[@soylentgreenb]

No. 14A is jusr a name. It is not a node size, there’s nothing you can measure on that chip that’s 14 angströms. This is not specific to intel; node sizes have been meaningless for a decade and a half.

[@ethanf.6848]

I only see the NPUs used in gaming machines, the AI powered PC chips would be an overkill for the average consumer.

[@innosanto]

Steve jobs started these presentations and now everyone Does them

[@oldspammer]

Google does not permit comments critical of topics it deems societal goals

[@oldspammer]

Not actual thinking thus compels that "wrong opinions" in air quotes are never allowed

[@JaineC1229]

How long Pat can still be Intel CEO? Till 18A comes ture or the first milestone not on time！

[@morpher44]

3 laws of robotics -please

[@azhuransmx126]

NPUs> Nvidia GPUs> Intel CPUs Intel missed the GPU train, they can only hope to get on the 2025 NPU train if not they will be invisible in the Age of AGI.

[@delynndehardt1859]

It all depends upon the degree of controll the oligarchs are able to have. IF AI winds up being a Minority Report type tool, 7sed by the judicial & enforcement agencies, it will be horrible. Even if there are tremendous potential for research & development. That 1 factor negates it.

[@Edward-np4ih]

$7 trillion looks like SBF proposal.

[@viktorianas]

kzbin.info/www/bejne/epqlnpmZjsZ1passi=8ywQRJ-PFj093oCr

[@DeepFrydTurd]

holy heck did you hear how much that thing weights and how much it needs to cool.... woooooaaahhh

[@stinner44]

ARM wins. Royalties from all chip makers.

[@Stroporez]

RISC-V for the win. ARM started alienating all of its partners even before reaching leadership position.

[@innosanto]

Behind the lines: “we are losing but we will come back. We ae coming back.”

[@oldspammer]

A video about this KZbin David Rogers Webb on how to stop “The Great Taking” Alarming news to say the least.

[@PankajDoharey]

Andy grove was right, but Intel is not Paranoid. It should be though it has slowly lost its first position.

[@devrajadhikari823]

As you say, there is a right time to enter ? Is it right time to buy?

[@delov]

I am buying and buying more if the price drops. It's a great investing opportunity if they do it right 👍

[@hawtan4536]

Intel is about two years behind TSMC so let's see if they can catchup.

[@dfv671]

I doubt it. More like 5 years.

[@SickPrid3]

intel is at least decade after TSMC

[@FreddieMare]

Profit ?

[@steveo1574]

what does this feel like A.i.?

[@patelkrunal311]

I would add Pat to one of the top CEOs of our time.

[@TickerSymbolYOU]

I think if he can turn Intel around successfully he will be

[@financialm3771]

Words...

[@zdravkopopov33]

Too many cuts if you ask me, still it's good material.

[@TickerSymbolYOU]

I tried to keep it moving. Sorry if I cut out some value

[@Diamond_Hanz]

But but but...Beat Kevin and Dog Dance Andy said....

[@crigsbe]

INTEL just present only advertising and a lot of blablablablabla....

[@otterguyty]

In 10 years from now that this will seem like a windows 95 presentation.

[@markhill1066]

What is that small concentrated area in Asia called? Asking for a friend.

[@TickerSymbolYOU]

Taiwan

[@brianmi40]

If others are out to get you, paranoia is plain smart thinking.

[@TomBTerrific]

It’s not paranoia

[@maxfox4866]

Which lable is Sam wearing?

[@TickerSymbolYOU]

I don't know but those sneakers are 🔥

[@sinOsiris]

greater Mobilization almost nil the economic system is harsh least to say and so now technologist are trying alleviate this problem by having an open source esque project for anyone any country that are interested with knowledge share i.e collaboration more input more improvement in anykind endeavour nonetheless precaution as always

[@NickofTimeDogWalks]

Sam Altman! Saw this man on Joe Rogan very good podcast ep

[@Gladiator-qu7co]

He's the devil himself !

[@dfv671]

ATM Intel is jack of all trades, master of none.

[@attic1project776]

Good competition！Bring it on 🎉

[@TickerSymbolYOU]

competition is great for everyone.