The ex -CEO of Intel, Pat Gelsinger, said that Nvidia – one of the best enemies of Intel – does two things to stay ahead of the competition.
Gelsinger said that the co -founder and CEO of Nvidia, Jensen Huang, understood how to execute well and build a competitive advantage around his artificial intelligence products. Gelsinger spoke of Nvidia during an episode of the opening of Yahoo Finance published on Monday.
“They run well,” said Gelsinger, who led Intel until December. “At the end of the day, Jensen is on this – leading his teams to stay forward.”
Gelsinger said Nvidia had managed to “run hard to stay forward” on the Silicon AI accelerator market. The IA flea market manufactured by Nvidia, Intel and others exploded due to the huge expenses on the part of large companies and the explosion of AI startups.
“I cannot launch a rock on the right without hitting a new startup in AI in the bay region,” said Gelsinger.
The second thing Nvidia has done is to build “significant moat,” said Gelsinger. In business, a ditch refers to a sustainable advantage that protects a competition company.
Gelsinger praised the nvidia moats on Products, including NVLink, a technology that allows multiple GPUs to connect to a server, and Cuda, which accelerates IT applications using GPUs.
GENERATIVE EXPLOSION OF AI
Gelsinger worked at Intel for 30 years before leaving the company for management positions at Dell and VMware. He returned as CEO of Intel in 2021 and left suddenly in December. He is now a general partner of the venture capital company Playground.
Intel was the dominant flea manufacturer of Silicon Valley in the 2000s. But he lost ground NvidiaSamsung, and several Taiwanese and American players, lacking key technological developments such as the ascent of the iPhone and, more recently, arrows the demand for artificial intelligence. Companies such as Microsoft and Google have designed their own chips, more limiting Intel customers.
The Intel action course fell by almost 50% in 2024 as a company faces challenges, including billions of dollars in losses. Gelsinger answered with Balayage Layoffs and buyouts.
The new CEO of the American Paples manufacturer, Electronics Veteran Tan lip lip, Has resumed operations in March and recognized the recent gaps of Intel during its first public appearance as CEO.
“We had been too slow to adapt and to meet your needs”, ” Tan lip lip said customers on Monday during an Intel event in Las Vegas. “You deserve better, and we have to improve, and we will. Please, be brutally honest with us.”
Intel shares are down 22% in the last month.
businessinsider
