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Intel to buy Ampere to get new CEO

Daniel Nenni

Admin
Staff member
Craziest rumor I heard at a conference this week, and it was from someone who could know. Again, rumor. Ampere was supposed to IPO last year and currently has an estimated $8B valuation. As of January 2025, Ampere Computing remains a privately held company and is not publicly traded. In April 2022, the company confidentially filed for an initial public offering (IPO) with the U.S. Securities and Exchange Commission. However, due to unfavorable market conditions and increased competition in the semiconductor industry, Ampere has not proceeded with the IPO. In late 2024, reports indicated that Ampere was exploring a potential sale, though the company has not ruled out the possibility of an IPO in the future.

DesignCon is next week. Hopefully more rumors before the Intel Investor Call.
 
Craziest rumor I heard at a conference this week, and it was from someone who could know. Again, rumor. Ampere was supposed to IPO last year and currently has an estimated $8B valuation. As of January 2025, Ampere Computing remains a privately held company and is not publicly traded. In April 2022, the company confidentially filed for an initial public offering (IPO) with the U.S. Securities and Exchange Commission. However, due to unfavorable market conditions and increased competition in the semiconductor industry, Ampere has not proceeded with the IPO. In late 2024, reports indicated that Ampere was exploring a potential sale, though the company has not ruled out the possibility of an IPO in the future.

DesignCon is next week. Hopefully more rumors before the Intel Investor Call.

Thank you for sharing a rumor you heard without charging us a penny. You are so generous! 🙂😀
 
wait. hold up! Is Intel trying to hire back Renee James? correct me if I'm wrong but I remember I read an article about why she started Ampere because of Intel and she was bitching about Intel culture. Intel board probably going to kick her out like Pat in few years after rehire her.

 
wait. hold up! Is Intel trying to hire back Renee James? correct me if I'm wrong but I remember I read an article about why she started Ampere because of Intel and she was bitching about Intel culture. Intel board probably going to kick her out like Pat in few years after rehire her.


Why not? Steve Job was fired by Apple's board of directors from Apple and hired back several years later.
 
wait. hold up! Is Intel trying to hire back Renee James? correct me if I'm wrong but I remember I read an article about why she started Ampere because of Intel and she was bitching about Intel culture. Intel board probably going to kick her out like Pat in few years after rehire her.


From what I heard she wanted to be CEO but was passed up by the Intel BoD.
 
Craziest rumor I heard at a conference this week, and it was from someone who could know. Again, rumor. Ampere was supposed to IPO last year and currently has an estimated $8B valuation. As of January 2025, Ampere Computing remains a privately held company and is not publicly traded. In April 2022, the company confidentially filed for an initial public offering (IPO) with the U.S. Securities and Exchange Commission. However, due to unfavorable market conditions and increased competition in the semiconductor industry, Ampere has not proceeded with the IPO. In late 2024, reports indicated that Ampere was exploring a potential sale, though the company has not ruled out the possibility of an IPO in the future.

DesignCon is next week. Hopefully more rumors before the Intel Investor Call.

An approach Intel can do to speed up the hiring process and to avoid the long delay of government approval procedures for a merger is to hire Renee James and whatever number of Ampere employees directly. At the the same time Intel pays decent license fees to Ampere to make Ampere's shareholders happy. This is what Microsoft did with Mustafa Suleyman and Inflection AI.
 
Intel doesn't need to be buying and ruining more companies. Sell the money losers .... choose a focus ..... and start executing on something.

If you are going to take a CEO.... please take one from a successful compute company
 
Intel doesn't need to be buying and ruining more companies. Sell the money losers .... choose a focus ..... and start executing on something.

If you are going to take a CEO.... please take one from a successful compute company
They could bring in someone from Nvidia, Marvell, etc. Additionally, Intel should leverage its presence in China, collaborate with Deepseek, and make some impactful announcements. They need to be aggressive, agile, and set aside their ego.
 
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Intel doesn't need to be buying and ruining more companies. Sell the money losers .... choose a focus ..... and start executing on something.

If you are going to take a CEO.... please take one from a successful compute company
Yes I agree sell all the distraction except for the core business Design and Manufacturing
 
They could bring in someone from Nvidia, Marvell, etc. Additionally, Intel should leverage its presence in China, collaborate with Deepseek, and make some impactful announcements. They need to be aggressive, agile, and set aside their ego.

PRC/CCP related companies and Deepseek (a PRC company) are out of question. Why Intel needs to help them to catch up the US?
 

Deepseek's models are open source, and Intel is already collaborating with all open-source providers through OPEA. I think Intel should highlight this and showcase deploying those models for enterprise use cases for US and non US customers. Building on that, they should work closely to gather feedback on their Gaudi and Xeon products which could assist their Falcon Shores/Gaudi next developments.


If there is any fault, people should look at how Nvidia's H100 has been distributed in China, even with restrictions.
 
That would be a disaster. Jim can build CPUs and raise money but running a $50B manufacturing company? Different set of skills, absolutely.
He’s used to competent fabs so he might decide to pull the trigger and sign a sweetheart deal with TSMC in exchange for shutting down the fabs, firing everyone involved and promising never to go back in the manufacturing business again.
 
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