Intel: The Problems Gelsinger Leaves Behind

Summary:

• Intel’s CEO Pat Gelsinger’s departure highlights Intel’s struggles with semiconductor leadership and competition from Nvidia, leading to revenue loss and market cap decline.
• Gelsinger’s unrealistic goals and managerial style led to misrepresented progress, culminating in the failure of the “5 nodes in 4 years” strategy.
• Intel’s data center business suffered due to Nvidia’s superior GPU technology, with Intel’s attempts like Ponte Vecchio failing to compete effectively.
• The only viable path forward may involve spinning off Intel’s Foundry, potentially leading to government intervention to preserve technological sovereignty.

The sudden departure of Intel (NASDAQ:INTC) CEO Pat Gelsinger this week laid bare the myriad problems that Intel faces. Of these, the most pressing are the lagging efforts to regain semiconductor process leadership as well as contending with Nvidia’s (

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