Intel

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• mixed criticism Andy Jassy

  But Intel had virtually all of the CPU share. And when you have a partner who has virtually all the share, they're not often thinking about how to drive price performance. They're trying to think about other features that allow them to get more share and drive more revenue.

• neutral fact_claim Tyler Osborne

  Today in HVM, we're doing 25 micrometer pitch in Fulveros. Here we're doing sub 10, but there's already been literature out there.

• bullish prediction Tyler Osborne

  I see a long runway there.

• neutral fact_claim Tyler Osborne

  We definitely have the capability to do both.

• neutral fact_claim Unattributed

  Part of the process of evolving these technologies, especially something more complex like an architecture, not just a basic chemistry or material, but the full architecture like CFET, is that we have to make short loop vehicles that can give us faster turnaround.

• neutral fact_claim Unattributed

  So yes, we do have the ability to not only deposit films that are very small and thin to the atomic scale, but also print very small features. We have EUV technology that can, or e-beam technology that can allow us to print very small features, similar to what we will eventually make in production.

• neutral assessment Unattributed

  But the act of stacking does not mean that they're not interconnected. What used to be connections on the top or even on the bottom, as you've seen from our press release, now has to go vertically in between the transistors. And that's a new challenge because the aspect ratio of creating trenches and filling those trenches becomes more and more difficult.

• neutral assessment Unattributed

  That evaluation of CFET is currently underway, not just by us, by our competition. Labs externally are looking at it. It is the ultimate in stackability.

• neutral assessment Unattributed

  At the time we made a decision for cobalt, it was the forerunner. The results were stronger at the time. But as we work with our ecosystem externally, the vendor ecosystem that provides these materials and the tools that we integrate them with, we find solutions down the road that may bring copper back in line as being, you know, the stronger of the two. And that's exactly what happens. Every technology that we go through, we will evaluate multiple options. And as we get closer to our time horiz

• bearish criticism Unattributed

  For most of its history, Intel's fabs made only Intel's chips. That could be part of what allow TSMC to gain an edge.

• mixed assessment Unattributed

  Now at 14, we've left it as an option, and it's something that we'll have a discussion with the customer on because there's some value proposition of it. There's some complexity that it adds.

• neutral fact_claim Unattributed

  It's an option in the PDK today, and we're handling it as a customer-by-customer discussion that we have as to whether or not they want to go down that path or not.

• neutral fact_claim Unattributed

  There's definitely a learning curve to how you become a foundry, and that's something that our competitors have gone through as well. PDK is a good example of that. For decades, we've been an IDM, and we've gone to our product teams, and we've shown them our transistor data, and we share that data back and forth, and we haven't had a formal PDK-type process. So that's a new process that we've had to go implement on 18A, and 18A started out not having a PDK. And so there's definitely a lot of fee

• bullish assessment Unattributed

  because of the architecture of our technology versus TSMCs, we make different conclusions off of the same tool set. We use backside power. That means that you actually alleviate some of the pitch requirements you have on the front side, and that allows you to print that directly with high NA. TSMC has to run very tighter pitches because they don't have backside power, and they can't do that with high NA, so they have to use double patterning EUV. So for them, it's not very helpful. For us, it is

• bullish fact_claim Unattributed

  FinFET was demonstrated in a lab in 1989 and reached volume production at Intel in 2011.

• bullish prediction Unattributed

  I'll be a large customer of theirs, and they're going to expose us to a much, much larger market opportunity.

• bullish endorsement Unattributed

  we're so happy to partner with Intel on that. It takes the Intel ecosystem. You know, most of the world's enterprise still runs on Intel. It takes the Intel ecosystem, takes the NVIDIA AI ecosystem, accelerated computing, and we fused it together. Right. And we did that with ARM. Right? And there are several others we're going to be doing it with. And that opens up opportunities for both of us. It's a win for both of us. Great, great win.

• bullish fact_claim Unattributed

  including Intel, which you just invested in

• neutral fact_claim Unattributed

  today, our estimate is that we're going to have $100 billion of AI revenue in 2026, excluding Meta and excluding, you know, the GPUs running recommender engines.

• bullish assessment Unattributed

  the industry underneath us is growing. Energy is growing. Power, shell, land. This is like renaissance for the energy industry.

• bullish assessment Unattributed

  the fastest growing revenue company in history. Right. And they're growing exponentially.

• bullish prediction Unattributed

  the world's GDP growth is going to accelerate because now we are giving the world billions of coworkers that will do work for us.

• bullish assessment Unattributed

  the number of chips we're building is better. The number is growing. The pace at which we're doing it is right. And so, we're growing faster as a company.

• bullish assessment Unattributed

  AI itself is a fast growing industry. Because of AI needs a factory behind it. Right. An infrastructure behind it. There's this industry is growing. My industry is growing.

• bullish prediction Unattributed

  the TAM, you know, is a 4 to 5x increase over where it is today.

• bullish assessment Unattributed

  NVIDIA's revenue is almost correlated to power. Yes. Isn't that right?

• neutral fact_claim Jensen Huang

  Our partnership with Intel is recognizing that general purpose computing needs to be fused with accelerated computing to create opportunities for them.

• bullish assessment Om Malik

  if you build a platform that has two sharp of elbows then what you get is a community wanting to form outside of that and you create the own sense of competition

• bullish assessment Om Malik

  we know now it's Apple it's Google it's Facebook it's becoming Twitter just the enormous power they have and when they make a change like this there's a lot of collateral damage

• neutral fact_claim Uri Budnik

  intel is targeting security in the cloud with mcafee as of the recent acquisition of the of the of the company mcafee

• bearish criticism Uri Budnik

  it feels like cloud washing to me i mean perhaps just a big announcement about how to authenticate your phone or users across the cloud i know there was something about being able to embed private keys into chips before so that you could sell signed certificates from your computer in a way that couldn't be hacked by by by potential security threats in your operating system not sure how that exactly maps into into cloud that might be more of a positioning thing than a real technology standpoint

• bearish criticism Jeff Lewis

  i didn't really get the strategy here to be honest with you if you look at the future of cloud computing where we're going we're going to very complex distributed systems as a model so therefore identity management and centralized identity identity repositories and all these very sophisticated almost enterprise security models become the way in which you manage those environments and it looks like intel's kind of falling back on their own tricks everything in their world needs to exist on a chip

• neutral fact_claim Unattributed

  Intel at four times future earnings who who knows I mean it's it's insane

• bullish assessment Unattributed

  Intel's trading at eight times earnings for the first time in their history they should be trading at 20 times earnings

• bullish assessment Unattributed

  Intel is at eight times future earnings these are these are ridiculously cheap how much cheaper can they get they're all going to trip off so that's going to get us to Dow 20K

• bullish endorsement David

  Build a better one and Intel will buy you.

• neutral assessment David

  You're competing with Intel. You're competing with a lot of people who are trying to do full classroom management system.

• bullish endorsement Dave Matthews

  what I love about what they're doing is they're introducing me to every business unit and every customer that they can

• bullish fact_claim Unattributed

  to the extent that Intel has talked about basis they've really said two things one is you know we wanted the leader in this space who had insights about what it takes to really genuinely build wearables and make them successful in the consumer space not only do we think that business by itself is valuable but we hope the insight there helps us build other products um and they've said it's our it's our biosensor technology our algorithms and some of the user experience insights that we have like

• bullish endorsement Unattributed

  somebody like Intel who's just extraordinary at hardware and obviously as you're saying they have a sort of less known software um ability might we see basis as a component of other watches so like if a Google just doesn't have the density of knowledge like if I pick a Google Wear watch couldn't you just give Mot roller or some other company your sensor array and then give them the entire package that you have here of software to be in other watches yeah it's a great question and obviously you k

• bullish assessment Unattributed

  intel is clearly a different kind of platform than is but there is some really really interesting things happening in Intel um you know weend to think of Intel as a processor company which of course they are uh but they are also a software company third largest in the world I think is one of the stats that I've heard um and they're doing a lot of cool stuff they have Intel Labs doing some really forward-looking research including in BIO signals and algorithmic stuff like we would uh leverage so

• bullish endorsement Unattributed

  what an opportunity if you guys made a basis chest strap and I could complement that during that period

• bullish assessment Unattributed

  this technology is not going to do second byc heart rate it's not designed for that yep not during High activities not during your run or your bike ride right and as you can see here at 8 in the morning I did my morning run and my heart rate shot way up you got a reading there for 130 but it probably went up to 150 even but that's not what's important you have my heart rate the entire day that's right and I've never had this data I've always wanted this nobody's ever had this data nobody's ever

• neutral fact_claim Unattributed

  The basis watch, which I'm a huge fan of, and I had them on the show, bought by Intel earlier this year, I believe.

• mixed criticism Noah Kagan

  it's just where you go when you don't have ambition

• neutral fact_claim Unattributed

  It's interesting they're headed that way. I guess it's just an announcement. Yeah, so they basically just announced that they've ported the Android mobile operating system to its smartphones on the Atom microprocessor, which is an Intel microprocessor.

• neutral assessment Unattributed

  So, I guess the love affair with Windows is over, or with Microsoft, or at least what has been for a while, but nonetheless. Yeah. So, Intel basically sees that the world is going Android, at least in some fashion, and it looks like they want to get on the action.

• bearish assessment Unattributed

  And then for other folks, it could just be complete fear that they're going to lose their business, you know, like Intel, right? And that other people are going to run away with it.

• neutral fact_claim David Sacks

  And then Intel launched the Gaudi 3 AI chips for mass production in Q3.

• neutral fact_claim Dan Senor

  Intel was one of the first companies to set up a major operation in Israel. The chips, like in many of our computers, were developed there, the Intel chips.

• neutral assessment Jason Calacanis

  With the chips, it's not a vibrant, high functioning market if we have the dependency on Taiwan. And if we lose access to those chips, then we wouldn't be able to make cars, missiles, appliances, and any number of things that we need for the security of the country. So that, that would be the difference. One's a national security issue.

• bearish fact_claim Jason Calacanis

  Intel needs loans. Nobody's willing to give them to them. The government gives those loans and in exchange for those loans, we get equity as opposed to making it a grant.

• bearish assessment Unattributed

  Intel, which is a company that's struggled, et cetera, for sure.

• bearish criticism Unattributed

  I just don't think that Trump is going to do a better job helping run Intel than Intel would have done on its own. And the poison pill with the foundry business, it just makes me just very uncomfortable.

• bearish assessment Jason Calacanis

  if Intel was NVIDIA, they'd be like, yeah, that's great. We don't need the money. We don't need the taxpayer money.

• bearish assessment Jason Calacanis

  If Intel could go raise money, I'm sure there's sovereign wealth funds in the world who'd love to invest or loans if it was a vibrant business. It's obviously not a vibrant business. It is analogous to Chrysler in the Jimmy Carter example, where this is a company that's on the brink of either insolvency or collapsing.

• mixed assessment Jason Calacanis

  the way Biden executed on the CHIPS Act, and listen, he had support from, I think, both parties, was to just drop money on people's heads, and with no recouping to the American taxpayer.

• bullish endorsement Unattributed

  Intel to be successful in America. Okay. We'd like an American transistor built in America, right? We'd like an American to be doing that.

• neutral fact_claim Jason Calacanis

  15 billion, I've heard, 20 billion in loans and grants. There's a portion of the CHIPS Act, which was grants, a portion which were loans, and the majority were grants.

• bearish assessment Jason Calacanis

  if Intel didn't want this money, they could pass on it, they could go to the private sector, and they could get money. The reason they're taking government money is because they need to, they have to, and it's still a great deal.

• bearish fact_claim Unattributed

  intel today actually said there's going to be shortages in chips through 2024

• bearish assessment Jason Calacanis

  I guarantee you that deep down inside Intel does not want to manufacture chips in the United States because you know why is bad for profit. It is too expensive. Yeah, fundamentally full stop. It is too expensive and too complicated for any of these companies to set up manufacturing in the United States. And they're not going to and they're not going to do it without the CHIPS Act. And the CHIPS Act is not going to pass because Congress can't do Congress doesn't do stuff like this.

• neutral fact_claim Jason Calacanis

  intel said it would do 20 billion dollars worth of plants in arizona but they they take years to spin up like we're probably a decade away from full production

• neutral fact_claim Naveen Rao

  Intel, uh, as a fab and Intel primarily focuses on CPUs for their, um, for their fabrication capabilities.

• bearish criticism Steve Jurvetson

  intel is no longer the harbinger of progress there is no intel product for the last 13 years that matters in terms of the frontier of computational capture

• bullish prediction Nick Harris

  Intel catching up on process leadership. And I think they will, um, it's going to take, yeah, Intel is going to catch up. Yeah. I think they'll do quite well.

• bearish assessment Unattributed

  we invested in our first ai chip company in 2014 ... the idea that many that followed had was wow let's build a custom silicon chip that's even better than nvidia because if the idea was wow we can shoehorn the nvidia chip built for graphics and gaming and we you know at the time thought they're going to be focused primarily on gaming because that's where they're you know making most of their money and this ai stuff will be an afterthought

• bearish fact_claim Unattributed

  nvidia has taken that baton and for the last decade and lately there are a lot of custom silicon solutions like google has their tpu and attention to the process amazon's developed their own chips open ai of course is working on their own chip all the major ai companies that you know of have their own semiconductor efforts underway

• bearish criticism Unattributed

  intel was a bit of in their minds a marketing kind of channel management process to try to double every 18 months correct

• bearish criticism Unattributed

  we shouldn't listen to anything they have to say about moore's law even today

• bearish criticism Unattributed

  intel in their development of the cpu the you know the pentium um onward was using human ingenuity to try to build a better and better single processor and then a few multi-core but ultimately nothing like nvidia or the asic or the custom chips that followed that fundamentally ran out of steam there wasn't that much advance you can make while being backward compatible and the the later sort of late cycle intel chips were mostly memory by the way they were like 99.5 percent memory so much cache m

• neutral fact_claim Unattributed

  the idea to do that was tim draper's idea 100 and i i not me and and i just want to give credit to him because it was incredibly cheeky at the time to embed a commercial message involuntarily to everything sent by your customers so you signed up for hotmail it feels like a normal email account but now every message you sent has this get your free email at hotmail.com

• bullish assessment Unattributed

  this idea that the message itself was the vector of uh of spread of marketing in a sense no like a virus which came from the signature when you sent a hot mail it said sent by hotmail or powered by hotmail

• bullish fact_claim Unattributed

  hotmail was a really yeah that was like the one people have heard of boom like yeah that was the first one that got visibility bought by microsoft bingo for about 400 million dollars uh you know less than two years in

• bullish endorsement Steve Jurvetson

  i just want to give credit to him because it was incredibly cheeky at the time to embed a commercial message involuntarily to everything sent by your customers so you signed up for hotmail it feels like a normal email account but now every message you sent has this get your free email at hotmail.com

• neutral fact_claim David Friedberg

  this is why you see intel i mean for any like any second when you guys hear an intel press release that says they're investing 90 billion dollars do you not think where does intel come up with 90 billion dollars right this is a pull through from us government because it allows us to start to rebuild an enormous amount of critical infrastructure that we've left to other people

• bearish criticism Chamath Palihapitiya

  the rational capitalist decision is to offshore manufacturing for intel yes it is irrational for them from a business perspective

• bearish criticism Jason Calacanis

  if i'm a on the board of intel i'm not going to make a 10 billion dollar fab investment um because you know there may or may not be you know profits down the road to justify that size of an investment so if the government comes along and says we will support we will cover x percent of that investment i can take on more risk and i'm more willing to make that investment and theoretically i can afford to pay people a higher wage or a higher salary because i now have more capital freed up to support

• mixed assessment Unattributed

  if you had given them sustained tax breaks for being able to build the business line that then supplies things for the duration you know tens of years you're absolutely right investors would laud it it would make a ton of sense they would be over earning over a long enough period of time where people would have to bake that into their cash flow estimates where when you discounted it back it would make the enterprise of intel and nvidia worth more and then people would then want to own that stock

• bearish criticism Unattributed

  giving a capex subsidy is a meaningless way in which you basically hand out good money to organizations who have otherwise misallocated the money

• bearish criticism Chamath Palihapitiya

  I make a ton of money yeah this is where it all comes from right I make a ton of money I have no better ideas of how to do it including theoretically building a chip factory so I'm going to go to the government for a handout

• bearish fact_claim Unattributed

  intel in 2020 approved a share purchase plan where these guys had a hold of 110 billion dollars and have spent all of it except for 7.2 billion they have 6 billion left on the balance sheet

• bearish criticism Unattributed

  yeah I mean just because we need to onshore manufacturing doesn't mean that you give Intel and Nvidia giant handouts

• bearish criticism Chamath Palihapitiya

  Business loser, Intel. From the company that basically commercialized Moore's Law for the advancement of humanity to just a totally confused shell of its former self.

• bullish endorsement David Sacks

  I think this is a big improvement over where the Chips Act started.

• bullish endorsement Chamath Palihapitiya

  I think that this approach is the much better approach, which is to say, we can do exactly what China did with a couple of tweaks. It's way better, as you said, Jason, to just put in the equity, own something on the balance sheet of the United States, not have a golden vote, have complete transparency, allow the capital markets to finance these businesses, but give them a chance to compete all around the world. And then the US taxpayer gets some of the upside. That is awesome.

1. 2028-04-22 I see a long runway there. · Prediction · pending
2. 2028-02-09 Intel catching up on process leadership. And I think they will, um, it's going to take, yeah, Intel is going to catch up. Yeah. I think they'll do quite well. · Prediction · pending

VentureSignalScore 79/100 for intel, composed from 1 of 4 components (index v0 cross-signal), discounted ×0.79 for 30% signal coverage