Neil Campling

👤 Speaker

7 total appearances

Appearances Over Time

Rieder's Plans Seen as Boon for Fed Chair, Storm Cancels Flights, More

Back in the day, Intel was the largest semiconductor company in the world.

Rieder's Plans Seen as Boon for Fed Chair, Storm Cancels Flights, More

Today, NVIDIA, in market cap terms, is 17 times larger than Intel.

Rieder's Plans Seen as Boon for Fed Chair, Storm Cancels Flights, More

And I think that sums it quite nicely as to where they are on the tech curve.

Rieder's Plans Seen as Boon for Fed Chair, Storm Cancels Flights, More

And Intel are continuing to struggle with that technology footprint.

Massive Winter Storm Approaches, Ukraine Negotiations, More

There's not going to be a substantial change because one of the key investors being Oracle also provides the cloud services for TikTok.

Massive Winter Storm Approaches, Ukraine Negotiations, More

They're looking after the algorithm, which is the secret source of TikTok.

Massive Winter Storm Approaches, Ukraine Negotiations, More

So in some respects, there's not going to be an enormous amount of change.