https://fortune.com/2023/05/31/intel-chip-manufacturing-rivals-nvidia-get-ahead-ceo-pat-gelsinger/
PG admitting serious trouble?
6 replies (most recent on top)
You know the heat is on when new leader blames failure on the last regime... It may be partially true, but it just makes the fellow look weak and makes you question whether they actually have a strategy or just foilware.
I just can't wait until Intel collapses like a house of cards, it's coming very very soon now !!!
Plenty of chips to be made for 8 billion people of this planet. Despite terribly lagging in technology, Intel can still survive. But they need to be flexible and get rid of the chutzpah. They would also need selfless leadership and people who can burn the midnight oil to make IFS a success. However, the moral is really down right now.
How does it feel punching yourself in the face each day? Must be enjoyable to you. Keep going.
X86 in decline and AI about customer silicon and software stack.
Intel in AI is another iPhone / mobile missed
Intel will how down as HBR classic of a log list of failures, no amount of prayer or faith by Pat will save Intel
PG needs to take some ownership. He forecasted over 100b in revenue vs less than 50b.
He has taken no action to reduce HC to half…. Even though they hired to this plan!