- According to reports, Intel CEO has addressed staff members worldwide
- The tan of the lips apparently established some very frank observations and clear objectives
- All this indicates an approach to rationalizing and also breaking into the AI sand, although not to catch Nvidia directly, but with the so -called Edge AI
The new CEO of Intel (relatively) has apparently admitted the seriousness of the struggles facing the company, but it seems that the tan of the lips has a recovery plan, and a realistic sound in that.
The Oregonian reported on a recording of a question and answers session with Tan (stained by Tom hardware), which apparently transmitted to Intel staff worldwide, and the executive director made some very interesting comments.
Take all these appointments with some caution, but they tell us how he observed: “20, 30 years ago, we are really the leader. Now I think the world has changed. We are not in the 10 main semiconductor companies.”
It is a frank admission, and one of the many that were made here. So he said that currently current layoffs in Intel Mark the beginning of an ‘marathon’ effort to make the company more agile and agile, as rivals like AMD and Nvidia, and that Intel needed to be ‘humble’ now.
The CEO also admitted that “there is a lot of work to do” in terms of recovery of the loss of market share of the data center (grass where AMD EPYC chips have been progressing serious).
A difficult time for Intel
Intel, of course, has faced multiple problems in recent history, and the most spine of these (as regards consumers) are the various episodes of death around the most recent desktop processors in Team Blue. This includes instability problems with previous generation CPU and a disappointing performance of the Gen-Gen Gen-Gen Lake Cips in terms of their skill in the games, all of which have tarnished Intel’s reputation between PC buyers and enthusiasts.
So pointed out that Intel’s PC business is “doing a little better”, but that he needed to strengthen his architecture in terms of satisfying the demands of ‘advanced computer science’, and a key area is AI.
In the AI sphere, he was so sincere again in terms of Intel lost the boat, saying that: “in [AI] Training I think it’s too late for us “, since Nvidia is simply” too strong “in this market at this time, which is clearly the case.
However, it so provides for an intel in terms of the edge, which means leading to the devices (instead of accessing it online, through the cloud). The CEO gets excited: “That is an area that I think is emerging, that it is becoming very large, and we want to make sure we capture.”
Another great opportunity for Intel, which passes through the play book so in writing, is Agentic, such as chatbots that can autonomously handle tasks, at least to some extent. In the future, we are seeing the proactive AI taking measures towards established objectives (instead of simply reactive bots).
To progress in Intel’s ambitions, we are told that great hiring are being made, including three new vice presidents that have been incorporated to better make the AI sand better.
Analysis: a defined vision (in theory), and a brutal type of clarity
It is not under illusions regarding the task ahead, and their words are chosen to reflect that (again, with the warning that we must be properly skeptical about these quotes). This is going to be a marathon, and Intel’s change will not happen quickly, and the path to recovery is quite brutal.
The Oregonian (Oregonlive) had previously informed about the plans to fire Intel staff in Oregon, which is supposedly happening next week, and other job losses in California, Arizona and Israel, all of which we have been listening recently (and none of which has been publicly confirmed). Manufacturing works are reduced by up to 20%, marketing is closing and subcontracting, and the automotive division is closing.
Okay, all this remains rumors, but there is a sensation of a clearer direction and more a sense of realism here, compared to the era of Pat Gels (the previous CEO in Intel). An approach to rationalization is, as pointed out, a difficult choice to take, but the renfoque is clearly necessary to some extent. It is not a clip secret, especially because it is rumored that its last architecture, the 18A process, is wobbly, with Team Blue changing to promote the successor, 14a, at least for external clients.
The AI obviously is a high value objective to capitalize, and the plans of so again sound realistic, not try to catch Nvidia, but intell forges its own territory in terms of the device. In fact, there is already a rumor that with its next generation of desktop processors, which is in the theory of Arrow Lake Refresh that arrives at the end of this year, Intel focuses on implementing a much more robust NPU (chip to accelerate the tasks of AI on the device). That could allow Copilot+ functions on a desktop PC for the first time, as I recently discussed elsewhere.
Some of the pieces of this puzzle may already be in place, then. It will be interesting to see what signs, and words, use so in future official statements and earnings, and in fact if this humble and more realistic thinking vein, as rumored here, arises.
