Intel: 3rd in a Two-Horse Race

Motley Fool Money

Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?

(00:14) Tim Beyers and Dylan Lewis discuss:

- Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company.

- The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now.

- How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term.

(20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up.

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Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY

Host: Dylan Lewis

Guests: Tim Beyers, Dave Hatter, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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