Intel CEO Gelsinger on Q1 Earnings, Foundry Business, AI

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  • Опубліковано 2 гру 2024

КОМЕНТАРІ • 86

  • @leonardoruiz5994
    @leonardoruiz5994 7 місяців тому +25

    People don’t understand Intel has to take extremes measures if they want to become what they were and this business is one of the hardest in the world, people said Intel lost the train of AI but they have Habana laboratories they have their Guadi accelerator (that seems quite competitive) . Time will show but there is no other company that designs and fabricates semiconductors at the scale Intel does. If they indeed succeed in their aspirations they may become the most important company in the world. There is no other manufacturer in these part of the world

    • @jan.01498
      @jan.01498 7 місяців тому +4

      I agree! Buying more INTEL stock on the dip!

    • @loveormoney786
      @loveormoney786 5 місяців тому +1

      It will take time will hurt to hold especially with relative performance to TSM, AMD, AVGO, and NVDA. In the low 30’s and if dips to 20’s prolly wanna load up.

    • @albertcamus6611
      @albertcamus6611 4 місяці тому

      People don't understand? what is this nonsense comment?

  • @stefanhenson4673
    @stefanhenson4673 7 місяців тому +32

    Go Pat and good luck! Opportunity to invest right now

  • @stefanhenson4673
    @stefanhenson4673 7 місяців тому +15

    Be a patriot. Support the ambition of the USA

  • @ellllgie
    @ellllgie 7 місяців тому +25

    Betting against foundry strategy means betting against USA

  • @ednan9
    @ednan9 7 місяців тому +8

    Intel is US & US is intel - its perhaps most challenging to have Foundry business. If Intel fails in semis, so will US- hope intelligent minds are watching & supporting Pat’s leadership

  • @FoundingFathersUSA
    @FoundingFathersUSA 7 місяців тому +1

    Sadly if the market can’t handle valuation of a new foundry business, private equity should take it and make the biggest win in private equity history in a few years.

  • @Bound4Earth
    @Bound4Earth 4 місяці тому +2

    This didn't age well, Intel about to have to recall their 13th/14th gen CPUs if they cannot figure out a microcode fix which looks like 10-25% cannot be done.

    • @MrSpiritmonger
      @MrSpiritmonger 4 місяці тому

      look at the stock now.

    • @Bound4Earth
      @Bound4Earth 3 місяці тому +2

      @@MrSpiritmonger Did you say something, also the stock drop is not going to end because the disaster is not over.

  • @gimusk5667
    @gimusk5667 6 місяців тому +4

    Intel for life!

  • @rleanos
    @rleanos 7 місяців тому +1

    Pat talks fluidity

  • @mmercato7174
    @mmercato7174 7 місяців тому +5

    Pat will turn this around ! 6-12 months !

  • @jan.01498
    @jan.01498 7 місяців тому +11

    Buying more INTEL stock!

  • @OneEternalAsh
    @OneEternalAsh 5 місяців тому

    Pat wasn’t the issue at first, it was the people above him who always wants marketing first over innovation.
    Pat is trying to fix the issue by bringing in the person that innovates rather than short-term profits.
    I just hope the next coming years that intel could offer something better in the coming future.

  • @juancarlospizarromendez3954
    @juancarlospizarromendez3954 7 місяців тому +2

    CPU vs GPU: GPU is parallely faster than CPU, GPU has 3 airfans and CPU has 1 airfan, GPU is growing faster than CPU, GPU does its job for AI and CPU does much slower its job for AI. The solution is a weird XPU that includes a general purpose 1-core and specialized 32768 micro-cores in the die area instead 32-cores.

  • @chorchamroeun
    @chorchamroeun 7 місяців тому +2

    It is all about hope until he proves.

  • @manuvns
    @manuvns 7 місяців тому +3

    looking to buy INTC for 27$ you think it is a possibility ?

    • @slytherben
      @slytherben 7 місяців тому +4

      I plan to buy at $26. Great minds

    • @corneliuswalker3319
      @corneliuswalker3319 7 місяців тому +1

      @@slytherben I’m betting the house on inte l at $25

    • @ggg9gg
      @ggg9gg 7 місяців тому +2

      Okay $24 for me

    • @mmercato7174
      @mmercato7174 7 місяців тому

      I will sell at 84$

    • @ahmed99_
      @ahmed99_ 7 місяців тому +4

      I will wait to take it for free 😂

  • @VIKTOR9112001
    @VIKTOR9112001 6 місяців тому +1

    Выбирай Терминатор из IVI или лицензионная Матрица воскрешение

  • @bsmoke1234
    @bsmoke1234 6 місяців тому

    Trust me people invest in intel nothing will stop it.

    • @ToxiloGames
      @ToxiloGames 4 місяці тому

      LOL, it's shit. The CEO is trash. Hiding faults with the 13th gen and 14th gen CPU's. Just watch gamersnexus.

  • @mgzschannel1818
    @mgzschannel1818 6 місяців тому

    Nehalem Chip discontinued. Nehalem Chief engineer was expired

  • @lulcakes912
    @lulcakes912 7 місяців тому +5

    INTC < AMD since 2017. Will continue for several more years.

  • @Piotrek1985
    @Piotrek1985 2 місяці тому

    He talks about how Intel is catching up yet their products are only getting worse

  • @patrickneal9288
    @patrickneal9288 5 місяців тому

    I dont understand the valuation of nvidia vs intel.

  • @chaoticrealm777
    @chaoticrealm777 7 місяців тому +7

    😅i learned nothing solid from him talking

  • @battle4theprize
    @battle4theprize 4 місяці тому +1

    This company is poised for greatness in the far near future. Global footprint that no other SEMI company can match! AI PC the next renovation and success for the the pc market and INTEL is the Innovator. Pat Gelsinger speaks about how much of the activity that you've seen thus far has been on generative AI for cloud training, and now wha the ultimate monetization of AI happens when business deployments start to occur, and that's the area he sees strength for INTEL.

  • @HK_Musician
    @HK_Musician 6 місяців тому +2

    He looks like he hasn't slept for three years

  • @VIKTOR9112001
    @VIKTOR9112001 6 місяців тому

    Мужчины говорят следующие риск 5 подогнать без контролеров шагов потоков

  • @Chryeon
    @Chryeon 7 місяців тому +1

    Intel setback is going to be taken advantages by AMD 😂😂

  • @cwaddle
    @cwaddle 7 місяців тому +2

    He looks very sad

    • @mgzschannel1818
      @mgzschannel1818 6 місяців тому

      He can't accept the fact that Intel will loss it leadership til 2050.

  • @TheOnkas
    @TheOnkas 4 місяці тому

    i always have to laugh when he says process leadership, blablab since 10 years. Why are people investing in this ?

  • @johnc4789
    @johnc4789 7 місяців тому +10

    Intel needs new leadership. This CEO keeps talking but doing nothing.

    • @nolo8111
      @nolo8111 7 місяців тому

      Keep this ceo until $21

    • @ednan9
      @ednan9 7 місяців тому +5

      Hmm 🤔 you don’t understand Tech, do you?

    • @johnc4789
      @johnc4789 7 місяців тому

      @@ednan9 Is a PhD in CS, focused on ML, enough?

    • @JimMcNutty
      @JimMcNutty 7 місяців тому +3

      I expect you to have 2 PhD’s to have an opinion.

    • @johnc4789
      @johnc4789 7 місяців тому

      @@JimMcNutty 3 BS, 2 MS, 1 PhD. So I'm falling short :)

  • @wholelottamoney4595
    @wholelottamoney4595 3 місяці тому

    Gelsinger might be cooked now, I hope they can bounce back from the cpu issues.

  • @UniqDon
    @UniqDon 6 місяців тому

    Invest now

  • @TPM188
    @TPM188 7 місяців тому

    Spin off manufacturing is the beast way. But pride and selfishness stop that.

  • @당신의생체정보가털리
    @당신의생체정보가털리 3 місяці тому

    I’m not smart about Advanced Technology but I’m one of those as much interested in as, just feel so concerned about it. I hope High Tech Companies consider more throughly developing devices or functions on semiconductor to protect biometrics. That’s really important for people using electronics based on Application of Biometric Information Service such as a smartphone since that’s been a big part of human life these days. I’m 100% for sure that’s been manipulating BRAIN WAVES . Privacy nowhere

  • @tenvillagesahead4192
    @tenvillagesahead4192 2 місяці тому

    His answers are so vague

  • @VIKTOR9112001
    @VIKTOR9112001 6 місяців тому

    Авторадио или Фэнское Рок Радио Банк оф Америка

  • @VIKTOR9112001
    @VIKTOR9112001 6 місяців тому

    Не скопировал а наляпал по вашему рецепту и не приобщайте к китаю

  • @GeneralMerchandiser-r7v
    @GeneralMerchandiser-r7v 6 місяців тому

    Probably seeing a long green candle appearing in the coming days for Intel.
    If it does, then may see $50 in the near term.

  • @VIKTOR9112001
    @VIKTOR9112001 6 місяців тому

    Распрямляя по плешку

  • @jjjj5452
    @jjjj5452 6 місяців тому

    Microsoft and Lenovo just announced their laptops with Qualcomm arm processors. Intel has stiff competition.

  • @7jahson
    @7jahson 5 місяців тому

    Intel vs Nvidia = GM vs Tesla

  • @VIKTOR9112001
    @VIKTOR9112001 6 місяців тому

    Могу NASA радио МКС

  • @VIKTOR9112001
    @VIKTOR9112001 6 місяців тому

    Рубль Ок для понимания 100млрд SDR 3 PRO черные статьи видел осталось сделать Neon грааль

  • @Drkennethkin
    @Drkennethkin 2 місяці тому

    Pat will be gone in six months.

  • @sipwhitemocha
    @sipwhitemocha 6 місяців тому

    0:33 exact moment he started to snake oil again

  • @hennshue2424
    @hennshue2424 7 місяців тому +5

    There will be no Intel in 10 years.

    • @jan.01498
      @jan.01498 7 місяців тому +10

      INTEL chip is literally on every business laptop 🤣

    • @Mikiko-s7y
      @Mikiko-s7y 6 місяців тому +1

      Are you a fortune teller, tell me my future?🤣

    • @mgzschannel1818
      @mgzschannel1818 6 місяців тому

      Agreed 💯👍

    • @Mikiko-s7y
      @Mikiko-s7y 6 місяців тому +5

      You guys understimate intel😅

    • @mgzschannel1818
      @mgzschannel1818 6 місяців тому

      @@Mikiko-s7y No Look at his face first.

  • @hharuniz
    @hharuniz 7 місяців тому

    Nice hand moves, but they wont save you. Pat, you ate not wanted here, you screwed us, company market cap. Go home

  • @mikewei2619
    @mikewei2619 7 місяців тому +3

    Intc is finished...only if china take over tsmc.... might got chance of fatherland investment....but it will be 2nd class ....

    • @weho_brian
      @weho_brian 7 місяців тому +1

      TSMC is building plants in Japan and USA