What "made" Intel miss the AI boom was hubris and lack of insight ,(there's plenty of stories out there about Intel engineers wanting to design and build high-end GPUs, with the management telling them NO, we're going to integrate all our graphics chips into the CPU). Fortunately for Intel, AI is still in its infancy and there's plenty of time to catch up if they're smart enough to design and build high end CPUs, GPUs, quantum computing and the software to integrate all of them. All play different role in AI compute power. The sooner Intel figures that out and better off they'll be.
@freedomfighter-1776
Ай бұрын
Wrong ai is a sham and they correctly didn't buy into the nonsense. This is driven by a global slow down, ai stocks are gonna get what is coming when they plunge 90bpercent because of lack of an ROI in companies.
@rjv2395
Ай бұрын
there is a big problem with 13 and 14th gen processors.. they lost the desktop for the next few years. they are screwed. your analyst is smoking something
@bossintheps3
Ай бұрын
Vivek is seldom wrong. He hit the nail on the head here
@harriemeeuwis978
Ай бұрын
That's a strange remark from the expert. Because Intel has a lot of imports from Taiwan semiconductors their input costs are high. But reshoring to the US won't make it cheaper, I think, because costs of fabrication in the US are still a lot higher than in Taiwan.
@timothygibney159
Ай бұрын
Intel not able to compete with AMD. Wow that would be laughed at 10 years ago
@SarmaAilavajjala
Ай бұрын
Vivek is on spot on. INtel should spinoff their fab business instead of FPG's. Also Intel should look at their employees who is helping and who is taking care of their personal business, I have seen employees spending at ball games of their grand children with a laptop on them !!!
@AlexNomadHuang
Ай бұрын
Question from Taiwan: Why can this company get the biggest share of the subsidy from the Chips Act? and plan to lay off 15% employees?
@theditto69
Ай бұрын
Good question! Government help, usually doesn’t help. Throwing money at a problem doesn’t translate to a problem being fixed. Use a million dollars cash to put out a house fire, see what happens to the money and the fire
@AlexNomadHuang
Ай бұрын
@@theditto69 i mean... i can understand why American government gave the most subsidy to Intel ---- Intel is the only chip company with the ability to manufacture chip in USA. But what makes me confused is .... what Intel is doing (outsourcing chip manufacturing to TSMC, laying off employees.. mostly are manufacturing workers i assume, and cutting off the future spending... this might include the RD department )is not fitted to this reason!!! i don't understand this part!!!
@anandpaulraj8094
Ай бұрын
Does the CHiPs act have any clawback provisions? This should be the POA for the government!! 😂
@jaimelapolitique349
Ай бұрын
- None of these people talked about the hardware or software problems with the CPUs, be it for individual users or server companies. Now to be fair, tech outlets (like Gamers Nexus) did not talk about the factors these people did mention ... because they were not expected to. - They are still calling AI 'important', 'in high demand', and present Nvidia as far-sighted ...
@annihilationHaven
Ай бұрын
Uh.. when you have 4.7B in gross profit, I hate to tell them this, but that's a wildly successful company. The casino dropped the price by almost 30% overnight because that's how they steal money from the public. They don't steal it on the way up, they steal it on the way down. The public doesn't know what the difference is between a 91B company and a 123B company, well by casino rules, the difference is 1 day.
@TrumpxDaily
Ай бұрын
I’ll buy at $5
@klipklapklop3359
Ай бұрын
😂
@frankyalferado6093
Ай бұрын
$0.50
@SSingh-ot3zm
Ай бұрын
9 is fine value
@Thenobelfan
Ай бұрын
Intel had such a headstart , it could have been bigger than Nvidia , but the company is going the Nokia way … destroyed by a management which is now behind the curve , this stock may not be worth buying even at 10 bucks , as the business is suboptimal
@sflxn
Ай бұрын
More plunges are coming. You’ve been warned. Those who keep up with this space know something big is coming down the pipe. Mainstream business news will report in a month or two once they learn about the issues that have been debated the last few months.
@omarakthar8097
Ай бұрын
so....buy?
@chiquita683
Ай бұрын
A clue
@H1labs
Ай бұрын
Like the guy said it’s likely to get better by 2026 so INTC is a 2 year play
@HelloWorld-hb7yt
Ай бұрын
Bank of A should apology for giving a price target of $35.
@Jim-nt7xy
Ай бұрын
hmmmm..... Intel gets $8 billion in Chips Act money, but lose $30 billion in market cap......
@MrCliffmn
Ай бұрын
I don't think Intel can pull it off. The fastest chips? They got a lot of gov money but that does mean they have the research chops tp pull it off.
@user-wx7sy8ux2l
Ай бұрын
good news
@SAT0SHI.NAKAM0T0
Ай бұрын
™️🥷 Monday is Funday 🌙
@diamondlion47
Ай бұрын
Sorry Vivek, but Intel does not have a good brand name anymore.
@arpmami8056
Ай бұрын
Joke of the century 😂
@MARKXHWANG
Ай бұрын
all intel 14 gen chips are fried like eggs, lol. biggest intel crisis in history. your foudary business will lose 20 billion next year. what else do you expect. buy nvidia, buy visionary instead of snake oil sales man
@DenofLore
Ай бұрын
This just means things are going to get much worse
@diamondlion47
Ай бұрын
AMD makes more sense to play this.
@MARKXHWANG
Ай бұрын
@@diamondlion47u haven't done your research
@mikeshawn5864
Ай бұрын
Tech stock topped when nVDA reached bubbly market cap king. Did you noticed?😊😮😮Semi stocks will crash.
@quynhluu4268
Ай бұрын
its really hard to understand this guy blah blah...
@davincicodedanbrown
Ай бұрын
Did this guy downgrade after the stock fell or was he ahead of the curve? lol.
@RaviKiran-lx2kw
Ай бұрын
Will Intel Be the Next Nokia??
@insiderbuying14
Ай бұрын
Why not down grade 2 weeks ago
@jw999
Ай бұрын
Sounds like a $hit company now...
@kurdi98k
Ай бұрын
I'm surprised this garbage didn't plunge 50%.
@chiquita683
Ай бұрын
😂
@Mubbasher-mz3hc
Ай бұрын
Intel is finished
@grandmiserthe3rd434
Ай бұрын
Bidenomics can be funny
@diamondlion47
Ай бұрын
Didn't know Biden was CEO of Intel
@grandmiserthe3rd434
Ай бұрын
@@diamondlion47 Trump 2024 : New Order
@diamondlion47
Ай бұрын
@@grandmiserthe3rd434 Nah, nobody wants a dinosaur too afraid to debate.
@grandmiserthe3rd434
Ай бұрын
@@diamondlion47 Da Comrade
@slocumb1270
Ай бұрын
@@diamondlion47 He already did. Then he was forced to withdraw from the race. Lol.
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