Intel's stock is back to near-record highs as AI boom moves beyond GPUs
The company says agentic AI is shifting more compute toward CPUs, packaging, and heterogeneous systems
Intel's CEO is also a major startup investor, and it's starting to get messy
How Meta, Intel, and a venture capitalist-CEO collided over a $4 billion AI chip startup
Satya Nadella, Jensen Huang, and Michael Dell all urged Trump to keep Intel's Lip-Bu Tan
Tech leaders rallied to defend Intel CEO resulting in surprise White House turnaround
Intel turns to Apple for potential investment as it looks to rebuild chip business
Apple and Intel share a long, uneven history of collaboration and tension
Intel shareholders uneasy after Washington converts CHIPS funding into ownership
Markets are weighing the risks following the $11 billion deal Washington struck with Intel
Trump reverses course on Intel CEO Lip-Bu Tan following White House meeting, boosting Intel stock
Trump called Tan's success and rise "amazing"
Intel to outsource marketing to Accenture and AI, cutting in-house staff
Intel embarks on major marketing overhaul under Lip-Bu Tan
Intel to cut as many as 10,000 factory jobs, one of its largest-ever layoffs
Massive layoffs hit foundry workforce in major restructuring
New Intel CEO Lip-Bu Tan takes the reins with a familiar but faster plan
New leadership, same mission
Intel's comeback plan: Panther Lake in 2025, Nova Lake in 2026, says CEO Lip-Bu Tan
18A node at heart of Intel's push, Tan doubles down on product delivery
Chip industry veteran Lip-Bu Tan is Intel's new CEO
New leader wants to turn Intel into a "world-class foundry"
Something to look forward to: Intel's years-long struggle to stay competitive in the semiconductor market worsened last year as the company lost billions, forcing out CEO Pat Gelsinger. While the strategic direction of his successor remains unclear, early statements suggest that Intel will maintain its commitment to foundries, even as rivals propose partnerships and others question whether Intel should stay in the foundry market.
Former Intel CEO has a radical solution for the company: Fire the board and rehire Pat Gelsinger
He also advises against breaking up Intel now that it's regaining edge
Intel breaks tradition, opens CEO search to outside candidates
Marvell CEO Matt Murphy is among potential outside hires
What's next for Intel: Split, sell, or shut down the fabs?
Pat Gelsinger is out, but the big questions remain
In context: Intel has been in play since reporting its disastrous June quarter. Despite turning in a decent quarter last month, the writing has been on the wall for several months that Gelsinger was under pressure. That pressure was coming from all directions – customers, partners, employees, and, not least, the Street. After the company reset guidance in July, the consensus across the financial community was that Intel had to be split in two, and increasingly that Gelsinger had to go.
Intel CEO Pat Gelsinger announces retirement, co-CEOs named during tumultuous period
Board vows to find a permanent replacement while restoring investor confidence
Former Intel CEO tried to buy Nvidia back in 2005 for $20 billion
But the board of directors wasn't interested in GPUs
Struggling Intel is considering selling divisions and slashing expenditures
The company's Altera programmable chips unit could be on the chopping block
In brief: Desperate times call for desperate measures at Intel. The once-dominant chipmaker is putting everything on the table as it scrambles to regain its footing in the AI era. According to sources familiar with the company's plans, CEO Pat Gelsinger and other top executives are preparing an ambitious proposal to streamline Intel's operations. This strategy, set to be presented to the board later this month, could see the company shedding entire business units and slashing capital expenditures.
Intel strikes back: Pat Gelsinger outlines Intel's future at Computex 2024
Lunar Lake for AI PCs arrive this year, new Xeon 6 and Gaudi 3 chips incoming
Interview with Pat Gelsinger: Intel's CEO describes a different kind of foundry
In advance of Intel's first event dedicated to their Foundry business, I had the opportunity to sit down one-on-one with CEO Pat Gelsinger and talk about the company's strategic goals.
Intel CEO says Nvidia was "extremely lucky" to become the dominant force in AI
Pat Gelsinger laments Intel's lack of vision and the cancellation of the Larrabee project
Intel's Pat Gelsinger gives his candid thoughts on the company's biggest missed opportunities
Past decisions could have left Intel in a much more competitive position
Intel CEO Pat Gelsinger says semiconductors will become more important than oil in geopolitics
Big quote: It's often said that there are three significant influences on global politics (and wars): oil, land, and religion. According to Intel boss Pat Gelsinger, semiconductors will join that list and become more important than the location of oil reserves for the next five decades.
Intel unveils technology roadmap through 2024, Raptor Lake is coming later this year
Investor meeting highlighted several upcoming generations of processor technology
Gelsinger: Intel wants to get Apple's business back by outcompeting it
Team Blue wants to show there's still a lot of potential left in x86
Intel CEO vows to challenge Nvidia, market is "hungry" for alternative GPUs
Did Nvidia get lucky with AI?