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If Apple is using Intel to make its own chips, "I'm thrilled," former Intel CEO Pat Gelsinger says, adding: "Whether that's Apple, Nvidia, Qualcomm, AMD — all of them need to be building at Intel factories for the future. They need to be building more in the US."

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🚨HUGE: Nvidia has officially launched its N1X, marking its debut in the Windows PC processor market, challenging Intel, AMD, Apple and Qualcomm. “This reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone,” CEO Jensen Huang said.

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Meera Bhatia of Fit:match.ai joined Pat Gelsinger at #IntelInnovation to show how #AI is revolutionizing retail. With a platform powered by Intel RealSense and Intel’s distribution of OpenVINO, shoppers can be matched with the best-fitted clothes! 🛍️🤩

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341,860 views • 2 years ago

In 2009, Charlie Rose asked Jensen Huang about Nvidia vs. Intel. The chipmakers weren’t directly competing but Jensen said GPU vs. CPU was a “battle for the soul” of computing and GPUs would be “more relevant” in time. Intel was worth $100B and Nvidia was at $4B. Today, Intel is at $107B while Nvidia is worth ~1,000x more at $4.4 Trillion.

In 2009, Charlie Rose asked Jensen Huang about Nvidia vs. Intel. The chipmakers weren’t directly competing but Jensen said GPU vs. CPU was a “battle for the soul” of computing and GPUs would be “more relevant” in time. Intel was worth $100B and Nvidia was at $4B. Today, Intel is at $107B while Nvidia is worth ~1,000x more at $4.4 Trillion.

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320,052 views • 11 months ago

In 2009, Charlie Rose asked Jensen Huang about Nvidia vs. Intel. The chipmakers weren’t directly competing but Jensen said GPU vs. CPU was a “battle for the soul” of computing and GPUs would be “more relevant” in time. Intel was worth $100B and Nvidia was at $4B. Today, Intel is at $565B while Nvidia is worth over 1,200x more at $5 trillion.

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Bearly AI

285,648 views • 1 month ago

Intel just pulled off the greatest corporate comeback since Steve Jobs returned to Apple in 1997. 12 months ago, Intel was dying. Stock at $19. CEO fired. Market cap collapsing. Analysts writing obituaries. But on Friday, it had its BEST day since 1987. Stock hit $82. Surpassed its dot-com peak from the year 2000 that nobody thought would ever be touched again. Up 335% from its 52-week low. And the story of HOW this happened is absolutely genius: In December 2024, Intel's board forced out CEO Pat Gelsinger after a brutal tenure. The stock had cratered and market share was bleeding to AMD and Nvidia. The company that invented the modern microprocessor was dying. 3 months later, they hired Lip-Bu Tan. Former Cadence CEO and Intel board member. A guy who'd spent decades in the semiconductor trenches. His first year was ugly: In January 2026, Intel crashed 17% in a single day after Tan admitted they couldn't meet demand and yields were below targets. Worst day since August 2024. "Multiyear journey" became code for "this company might not make it." Then something shifted. Tan went back to Intel's roots: Killed the bureaucracy, cut the bloat, and focused entirely on engineering. "We need to be data driven, paranoid, and engineering driven." Paranoid. The same word Andy Grove used when he built Intel into a superpower in the 90s. And behind the scenes, Tan pulled off 3 moves that changed everything: Move 1: He got Elon Musk. Tesla announced that TERAFAB, the most ambitious chip factory ever proposed, would use Intel's next-generation 14A manufacturing process. Elon said he couldn't think of a better partner. This is the deal Intel's foundry business needed to survive. Tan had previously warned that if Intel couldn't attract outside manufacturing clients, the entire foundry division would be shut down. Move 2: He got Nvidia. Last September, Jensen Huang invested $5 billion directly into Intel. The CEO of Intel's biggest competitor put billions into the company everyone had left for dead. Intel stock jumped 23% that day alone. Move 3: He got the US government. And this is where the story gets really crazy... The CHIPS Act allocated billions to Intel for domestic chip manufacturing. But when Trump took office, his administration opposed the program's conditions - union requirements, buyback restrictions, and a $100 billion investment commitment from Intel. So instead of giving Intel the grants, Trump's team converted $8.9 billion in CHIPS Act funds into equity. Bought a 9.9% stake at $20.47 per share. They didn't want to give Intel free money, so they simply bought stock instead. After Friday's earnings beat, that stake is worth $36 billion. A $27 billion paper gain. One of the most profitable government investments in American HISTORY. And it was a complete accident. Trump tried to kill the CHIPS Act handout. Instead he accidentally created a return that would make most hedge funds jealous. The earnings that triggered all of this were truly insane: - Revenue of $13.6 billion vs $12.4 billion expected - EPS of $0.29 vs $0.01 expected - They beat by 29x on earnings - Data center and AI revenue up 22% - Demand for CPUs exceeded supply for the first time in years Tan's quote on the call: "A year ago the conversation around Intel was about whether we could survive. Today it's about how quickly we can add manufacturing capacity." 6 consecutive quarters beating guidance. 4th CEO in 7 years. And the one who finally cracked it did it by going back to the basics. No flashy pivots like other companies. Just chips, engineering, and paranoia.

Intel just pulled off the greatest corporate comeback since Steve Jobs returned to Apple in 1997. 12 months ago, Intel was dying. Stock at $19. CEO fired. Market cap collapsing. Analysts writing obituaries. But on Friday, it had its BEST day since 1987. Stock hit $82. Surpassed its dot-com peak from the year 2000 that nobody thought would ever be touched again. Up 335% from its 52-week low. And the story of HOW this happened is absolutely genius: In December 2024, Intel's board forced out CEO Pat Gelsinger after a brutal tenure. The stock had cratered and market share was bleeding to AMD and Nvidia. The company that invented the modern microprocessor was dying. 3 months later, they hired Lip-Bu Tan. Former Cadence CEO and Intel board member. A guy who'd spent decades in the semiconductor trenches. His first year was ugly: In January 2026, Intel crashed 17% in a single day after Tan admitted they couldn't meet demand and yields were below targets. Worst day since August 2024. "Multiyear journey" became code for "this company might not make it." Then something shifted. Tan went back to Intel's roots: Killed the bureaucracy, cut the bloat, and focused entirely on engineering. "We need to be data driven, paranoid, and engineering driven." Paranoid. The same word Andy Grove used when he built Intel into a superpower in the 90s. And behind the scenes, Tan pulled off 3 moves that changed everything: Move 1: He got Elon Musk. Tesla announced that TERAFAB, the most ambitious chip factory ever proposed, would use Intel's next-generation 14A manufacturing process. Elon said he couldn't think of a better partner. This is the deal Intel's foundry business needed to survive. Tan had previously warned that if Intel couldn't attract outside manufacturing clients, the entire foundry division would be shut down. Move 2: He got Nvidia. Last September, Jensen Huang invested $5 billion directly into Intel. The CEO of Intel's biggest competitor put billions into the company everyone had left for dead. Intel stock jumped 23% that day alone. Move 3: He got the US government. And this is where the story gets really crazy... The CHIPS Act allocated billions to Intel for domestic chip manufacturing. But when Trump took office, his administration opposed the program's conditions - union requirements, buyback restrictions, and a $100 billion investment commitment from Intel. So instead of giving Intel the grants, Trump's team converted $8.9 billion in CHIPS Act funds into equity. Bought a 9.9% stake at $20.47 per share. They didn't want to give Intel free money, so they simply bought stock instead. After Friday's earnings beat, that stake is worth $36 billion. A $27 billion paper gain. One of the most profitable government investments in American HISTORY. And it was a complete accident. Trump tried to kill the CHIPS Act handout. Instead he accidentally created a return that would make most hedge funds jealous. The earnings that triggered all of this were truly insane: - Revenue of $13.6 billion vs $12.4 billion expected - EPS of $0.29 vs $0.01 expected - They beat by 29x on earnings - Data center and AI revenue up 22% - Demand for CPUs exceeded supply for the first time in years Tan's quote on the call: "A year ago the conversation around Intel was about whether we could survive. Today it's about how quickly we can add manufacturing capacity." 6 consecutive quarters beating guidance. 4th CEO in 7 years. And the one who finally cracked it did it by going back to the basics. No flashy pivots like other companies. Just chips, engineering, and paranoia.

Ricardo

66,658 views • 3 months ago

ladies, there is a double agent among us. a leak. and they need to be caught immediately. the intel he has is... it's too accurate. 😭

ladies, there is a double agent among us. a leak. and they need to be caught immediately. the intel he has is... it's too accurate. 😭

Sassington, M.C.

58,055 views • 11 months ago

Intel is a LOSER. This company lost its way over a decade ago, missed every major wave... Mobile, AI, cloud, and doubled down on building plants to make chips no one wants. Normally, a company this mismanaged would be stripped for parts by winners like AMD or NVIDIA. But instead, I’m being force-fed as a taxpayer to “invest” in failure. That’s not capitalism, that’s insanity.

Intel is a LOSER. This company lost its way over a decade ago, missed every major wave... Mobile, AI, cloud, and doubled down on building plants to make chips no one wants. Normally, a company this mismanaged would be stripped for parts by winners like AMD or NVIDIA. But instead, I’m being force-fed as a taxpayer to “invest” in failure. That’s not capitalism, that’s insanity.

Kevin O'Leary aka Mr. Wonderful

166,974 views • 11 months ago

Intel had its own answer to Nvidia, and it was killed a week after he walked out the door. This is Pat Gelsinger, 34 years at Intel, on the project nobody remembers. At the height of Intel's strength on CPUs, they laughed at what Jensen was building. "When we were at the height of our strength on CPUs at Intel, we sort of scoffed at his machines. Right? Like, oh, it's a graphic machine. There's some gamers who want to use that kind of stuff. It was always the big CPU and those little GPUs." Nvidia did the unglamorous thing instead. They put a real software stack under it and made it slightly better every release, for years, while nobody scored them. "But when they started to build a real software stack with it... this CUDA thing and SIMT as a technology... And it just sort of kept getting a little bit better and a little bit better. And it was a little bit Jobs-like in that way. 'We're just making it better every release and it's becoming more robust.'" Nvidia did not see the payoff coming either. Somebody else found it for them. "And all of a sudden, the crazy Japanese HPC guys said, hey, we could take those graphics cards and maybe start using them in HPC. And that was defining moment where it wasn't just about doing graphics anymore..." Intel was not blind to any of it. Gelsinger had a project to do exactly the same thing with x86. "I had a project at Intel, Larrabee, where we were trying to take the x86 and essentially do the same thing." Then he left the company. "In my first departure from Intel, the project was killed a week after I left. And the world would have been so much different." He returned as CEO more than a decade later, to a company that had spent the interval handing money back to shareholders instead of building. "In the five years, five, six years before I came back, Intel gave $100 billion to shareholders. It hadn't built a new factory in a decade when I got there." Bookmark & watch:

Intel had its own answer to Nvidia, and it was killed a week after he walked out the door. This is Pat Gelsinger, 34 years at Intel, on the project nobody remembers. At the height of Intel's strength on CPUs, they laughed at what Jensen was building. "When we were at the height of our strength on CPUs at Intel, we sort of scoffed at his machines. Right? Like, oh, it's a graphic machine. There's some gamers who want to use that kind of stuff. It was always the big CPU and those little GPUs." Nvidia did the unglamorous thing instead. They put a real software stack under it and made it slightly better every release, for years, while nobody scored them. "But when they started to build a real software stack with it... this CUDA thing and SIMT as a technology... And it just sort of kept getting a little bit better and a little bit better. And it was a little bit Jobs-like in that way. 'We're just making it better every release and it's becoming more robust.'" Nvidia did not see the payoff coming either. Somebody else found it for them. "And all of a sudden, the crazy Japanese HPC guys said, hey, we could take those graphics cards and maybe start using them in HPC. And that was defining moment where it wasn't just about doing graphics anymore..." Intel was not blind to any of it. Gelsinger had a project to do exactly the same thing with x86. "I had a project at Intel, Larrabee, where we were trying to take the x86 and essentially do the same thing." Then he left the company. "In my first departure from Intel, the project was killed a week after I left. And the world would have been so much different." He returned as CEO more than a decade later, to a company that had spent the interval handing money back to shareholders instead of building. "In the five years, five, six years before I came back, Intel gave $100 billion to shareholders. It hadn't built a new factory in a decade when I got there." Bookmark & watch:

Fireside Alpha

35,196 views • 14 days ago

Nvidia said it will invest $5 billion in Intel, which will make it one of the struggling chipmaker’s largest shareholders. The news comes weeks after the White House engineered a deal for the US government to take a massive stake in Intel

Nvidia said it will invest $5 billion in Intel, which will make it one of the struggling chipmaker’s largest shareholders. The news comes weeks after the White House engineered a deal for the US government to take a massive stake in Intel

Reuters

42,312 views • 10 months ago

(RET.) COL. DEREK HARVEY: The U.S. is too reliant on foreign allies like Israel for intel. We’ve neglected human intelligence, and it’s left us blind. No president should have to be making decisions based on someone else’s agenda. We need our own intel. Derek Harvey

(RET.) COL. DEREK HARVEY: The U.S. is too reliant on foreign allies like Israel for intel. We’ve neglected human intelligence, and it’s left us blind. No president should have to be making decisions based on someone else’s agenda. We need our own intel. Derek Harvey

Bannon’s WarRoom

20,885 views • 1 year ago

Nvidia CEO Jensen Huang: There’s a belief that somehow if we provided American chips to foreign countries — and specifically China — that the Chinese military would be building their military, building airplanes and aircraft carriers using American chips. First of all, they have plenty of their own chips, and their companies are formidable. The idea that China does not have a technology industry — we now know — is lunacy. Source: TIME

Nvidia CEO Jensen Huang: There’s a belief that somehow if we provided American chips to foreign countries — and specifically China — that the Chinese military would be building their military, building airplanes and aircraft carriers using American chips. First of all, they have plenty of their own chips, and their companies are formidable. The idea that China does not have a technology industry — we now know — is lunacy. Source: TIME

Clash Report

62,118 views • 6 months ago

Bubbleboi points to Sandisk as the other obvious play besides Intel "Everyone's been asking what's the next Intel, just buy Intel, the fact that it's not going down from its 30% jump tells you everything you need to know" "Sandisk is making an innovation called high bandwidth flash, HBF, to me that's like yo stay in the game, this HBF is coming, pay attention"

Bubbleboi points to Sandisk as the other obvious play besides Intel "Everyone's been asking what's the next Intel, just buy Intel, the fact that it's not going down from its 30% jump tells you everything you need to know" "Sandisk is making an innovation called high bandwidth flash, HBF, to me that's like yo stay in the game, this HBF is coming, pay attention"

Yonan

18,515 views • 3 months ago

BREAKING: President Trump announces the United States of America now fully “owns and controls” 10% of Intel (worth $11B) after he negotiated the deal with CEO Lip-Bu Tan. Trump wrote on Truth Social: “It is my Great Honor to report that the United States of America now fully owns and controls 10% of INTEL, a Great American Company that has an even more incredible future. I negotiated this Deal with Lip-Bu Tan, the Highly Respected Chief Executive Officer of the Company.” “The United States paid nothing for these Shares, and the Shares are now valued at approximately $11 Billion Dollars. This is a great Deal for America and, also, a great Deal for INTEL. Building leading edge Semiconductors and Chips, which is what INTEL does, is fundamental to the future of our Nation. MAKE AMERICA GREAT AGAIN! Thank you for your attention to this matter.”

BREAKING: President Trump announces the United States of America now fully “owns and controls” 10% of Intel (worth $11B) after he negotiated the deal with CEO Lip-Bu Tan. Trump wrote on Truth Social: “It is my Great Honor to report that the United States of America now fully owns and controls 10% of INTEL, a Great American Company that has an even more incredible future. I negotiated this Deal with Lip-Bu Tan, the Highly Respected Chief Executive Officer of the Company.” “The United States paid nothing for these Shares, and the Shares are now valued at approximately $11 Billion Dollars. This is a great Deal for America and, also, a great Deal for INTEL. Building leading edge Semiconductors and Chips, which is what INTEL does, is fundamental to the future of our Nation. MAKE AMERICA GREAT AGAIN! Thank you for your attention to this matter.”

RedWave Press

46,530 views • 11 months ago