News: 0178326630

  ARM Give a man a fire and he's warm for a day, but set fire to him and he's warm for the rest of his life (Terry Pratchett, Jingo)

Intel CEO Says Company Has Fallen From 'Top 10' Semiconductor Firms, 'Too Late' To Catch Nvidia in AI (oregonlive.com)

(Thursday July 10, 2025 @11:20AM (msmash) from the accepting-new-world-order dept.)


Intel CEO Lip-Bu Tan told employees this week that the company has fallen out of the "top 10 semiconductor companies" and that it's [1]"too late" to catch up with Nvidia in AI training technology.

The remarks came as Intel began laying off thousands of workers globally, [2]including 529 in Oregon and several hundred others in California, Arizona and Israel. "Twenty, 30 years ago, we are really the leader," Tan said during a conversation broadcast to Intel employees worldwide. "Now I think the world has changed. We are not in the top 10 semiconductor companies." Tan said Nvidia's position in AI training is "too strong" and that customers are giving Intel failing grades.

Intel's market value has dropped to around $100 billion, roughly half its value from 18 months ago, while Nvidia [3]briefly hit $4 trillion on Wednesday . Tan said Intel will instead focus on "edge" AI that operates directly on devices rather than centralized computers.



[1] https://www.oregonlive.com/silicon-forest/2025/07/intels-ceo-we-are-not-in-the-top-10-of-leading-chip-companies.html

[2] https://slashdot.org/story/25/07/08/2211200/intel-cuts-over-500-jobs-in-oregon-as-part-of-layoff-plan

[3] https://slashdot.org/story/25/07/09/149217/nvidia-hits-4-trillion-market-cap-first-company-to-do-so



CPU architecture doesn't matter (much) (Score:2)

by OrangeTide ( 124937 )

The x86 architecture is not the problem here. Architecture almost doesn't matter on the user side, we have compilers and operating systems for all of them. I hop on an Aarch64 (ARM) or an x86-64 server and I sometimes forget which I am on (thankfully uname tells me). The ecosystem is a solved problem.

It is important to have an architecture that your own and that you can control. AMD kind of puts a kink in that for Intel but there has always been plenty of room in the market. Looking at ARM, they are geniuse

Market Cap Worship (Score:2)

by doesnothingwell ( 945891 )

Which direction do I have to point at now when I pray for divine tech guidance?

Re: (Score:2)

by ClickOnThis ( 137803 )

> Which direction do I have to point at now when I pray for divine tech guidance?

I'd say towards Santa Clara (Nvidia) with a nod over your shoulder to Redmond (Microsoft). But stay tuned.

Has anything really changed? (Score:2)

by timholman ( 71886 )

> Tan said Intel will instead focus on "edge" AI that operates directly on devices rather than centralized computers.

And will those "edge" AI devices have to sell for $1000 each in order for the engineers who design them to be rewarded and promoted within the company?

That has been Intel's doom for the past three decades. The employees working on high-end products with high margin sales get all the attention and promotions. The ones working on high-volume, low margin products go nowhere. That's why Intel ha

Re: (Score:2)

by timeOday ( 582209 )

Ironic when Intel cut its teeth undercutting IBM, DEC, Sun, HP, etc.

Yep, decades of arrogance and scams paid off! (Score:2)

by gweihir ( 88907 )

I am sure they always had good quarters, until they did not. With some actually working strategic planning and some curbing of the greed, they would still be up there.

Re: (Score:2)

by ArchieBunker ( 132337 )

The suits got rich and that's all that matters.

That ain't it, Chief (Score:2)

by DesScorp ( 410532 )

> Tan said Intel will instead focus on "edge" AI that operates directly on devices rather than centralized computers.

This is precisely the wrong approach. No one wants AI on their device. It makes them expensive and slow.

TOO BAD YOU CAN'T BUY a voodoo globe so that you could make the earth spin
real fast and freak everybody out.
-- Jack Handey, The New Mexican, 1988.