“Many companies, including giants Nvidia and Qualcomm, will likely partner with Intel for packaging and/or wafer capacity, and this seems to be going somewhat unnoticed.”
I’m bullish on Intel for three main reasons: the leadership of Chief Executive Pat Gelsinger, the company’s strong ecosystem and Intel’s
INTC,
+2.32%
ambitious foundry business — which has perhaps found the perfect moment to become the most important driver of Intel’s future. Open AI CEO Sam Altman drew widespread attention recently when he appealed for up to $7 trillion to develop silicon-chip manufacturing capacity that can power artificial intelligence. The unprecedented scope of this vision, equal to more than 20% of U.S. GDP, captured the imagination of the world. Here was the person who brought AI to the masses saying that the chip industry currently lacks what it will take to support the development of fabs, data centers and infrastructure.
At first, Altman’s $7 trillion price tag seemed absurd to me, just based on its size, but the more I considered it, the more I came to see the investment required to build chips that will be 10x, 100x or even 1,000x as powerful by the end of this decade. It’s going to take massive investment, and while it’s provocative to think Altman will want to go at it alone, it is perhaps more interesting to think of which …
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“Many companies, including giants Nvidia and Qualcomm, will likely partner with Intel for packaging and/or wafer capacity, and this seems to be going somewhat unnoticed.”
I’m bullish on Intel for three main reasons: the leadership of Chief Executive Pat Gelsinger, the company’s strong ecosystem and Intel’s
INTC,
+2.32%
ambitious foundry business — which has perhaps found the perfect moment to become the most important driver of Intel’s future. Open AI CEO Sam Altman drew widespread attention recently when he appealed for up to $7 trillion to develop silicon-chip manufacturing capacity that can power artificial intelligence. The unprecedented scope of this vision, equal to more than 20% of U.S. GDP, captured the imagination of the world. Here was the person who brought AI to the masses saying that the chip industry currently lacks what it will take to support the development of fabs, data centers and infrastructure.
At first, Altman’s $7 trillion price tag seemed absurd to me, just based on its size, but the more I considered it, the more I came to see the investment required to build chips that will be 10x, 100x or even 1,000x as powerful by the end of this decade. It’s going to take massive investment, and while it’s provocative to think Altman will want to go at it alone, it is perhaps more interesting to think of which …nnDiscussion:nn” ai_name=”RocketNews AI: ” start_sentence=”Can I tell you more about this article?” text_input_placeholder=”Type ‘Yes'”]