Rene Haas

I think back to, is there more demand for compute?

Is this AI wave that we're seeing going to continue?

In the world of generating AI for science and creation, I think there's a ways to go.

I'm going to be an optimist here, Jason, and say I think yes.

I think that China views some of the things around AI in terms of whether these are things like guardrails or policies or things to keep things in such a way that we've got the right level of safety checks.

I think their minds are in the right space.

And I say this just based upon conversations I've had with folks over there.

I wouldn't necessarily compare it to the nuclear arms race, but in some ways it's not dissimilar in the sense that you need the countries that have the capabilities to be willing to sit at the table to have the conversations.

And China, in my experience, has shown that so far.

Oh, my gosh. I guess at the highest level, as someone who's been in the industry my whole career, it is a little sad to see what's happening from the perspective of Intel as an icon. The amount of innovation that Intel has provided, whether it's around computer architecture or fabrication technology, PC platforms, servers. Intel is an innovation powerhouse.

Oh, my gosh. I guess at the highest level, as someone who's been in the industry my whole career, it is a little sad to see what's happening from the perspective of Intel as an icon. The amount of innovation that Intel has provided, whether it's around computer architecture or fabrication technology, PC platforms, servers. Intel is an innovation powerhouse.

Oh, my gosh. I guess at the highest level, as someone who's been in the industry my whole career, it is a little sad to see what's happening from the perspective of Intel as an icon. The amount of innovation that Intel has provided, whether it's around computer architecture or fabrication technology, PC platforms, servers. Intel is an innovation powerhouse.

So to see the troubles they're going through is a little sad. But at the same time, you have to innovate in our industry. There are lots of tombstones of great tech companies that don't reinvent themselves. And I think Intel's biggest dilemma is just how to disassociate being either a vertical company or a fabulous company, to oversimplify.

So to see the troubles they're going through is a little sad. But at the same time, you have to innovate in our industry. There are lots of tombstones of great tech companies that don't reinvent themselves. And I think Intel's biggest dilemma is just how to disassociate being either a vertical company or a fabulous company, to oversimplify.

So to see the troubles they're going through is a little sad. But at the same time, you have to innovate in our industry. There are lots of tombstones of great tech companies that don't reinvent themselves. And I think Intel's biggest dilemma is just how to disassociate being either a vertical company or a fabulous company, to oversimplify.

And I think that is the fork in the road that they've faced for the last probably decade, to be honest with you. And Pat had a strategy that was very clear that vertical was the way to win. I will say that in my opinion, that when he took that strategy on in 2021, that was not a three-year strategy. That's a five to 10-year strategy.

And I think that is the fork in the road that they've faced for the last probably decade, to be honest with you. And Pat had a strategy that was very clear that vertical was the way to win. I will say that in my opinion, that when he took that strategy on in 2021, that was not a three-year strategy. That's a five to 10-year strategy.

And I think that is the fork in the road that they've faced for the last probably decade, to be honest with you. And Pat had a strategy that was very clear that vertical was the way to win. I will say that in my opinion, that when he took that strategy on in 2021, that was not a three-year strategy. That's a five to 10-year strategy.

So now that that's been, at least he's gone and there's a new CEO to be brought in, that's the decision that has to be made. My personal bias says that Vertical integration is a pretty powerful thing. And if they could get that right, I think they would be in an amazing position. But the cost associated with it is so high that it may be too big of a hill to climb.

So now that that's been, at least he's gone and there's a new CEO to be brought in, that's the decision that has to be made. My personal bias says that Vertical integration is a pretty powerful thing. And if they could get that right, I think they would be in an amazing position. But the cost associated with it is so high that it may be too big of a hill to climb.