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Intel (INTC): Goldman Sachs Communacopia + Technology Conference (20250908)

"I think in general, the way I would think about it is fixing our core x86 business probably gives us the opportunity to have a consistent growth business in that 3% to 5% range. I think Pat’s aspirations are higher than that. I think to achieve those aspirations, we really have to have a bigger footprint in AI."

Their transcription is incorrect. It is not Pat's but Lip-Bu's. But anyways, the idea on AI is essentially the same as I previously stated:

The Three Interlocking Problems at Intel

The Three Interlocking Problems at Intel BenB Challenges to Sustainability -Credit rating. Intel credit rating was downgraded to BBB by Fitch in August 2025. -IDM business model. This reduces the addressable market for Intel Foundry since AMD and Nvidia are direct competitors. -Separation...
semiwiki.com

 
"Those are all pretty critical areas. Now, having said that, I’ll remind you that longer term, it’s probably a good, healthy model for a semiconductor company to be running about 20% to 25% of their revenue as the percent of OpEx. Against sell-side street numbers next year, $16 billion doesn’t get us there.
It’s the right number for us to target for next year relative to the investments we need to make. We need to do better over time, either through revenue growth or more efficiency gains."

If Intel's operating expenses (OpEx) were to reach $20 billion in the long term, it would need $80–$100 billion in revenue to support them.
 
Barnsley said:
Isnt everyones AI strategy just to talk it up?

Is any deliverable required other than increased valuations?
Click to expand...
Given that Lip-Bu has invested in several AI chip startups, such as:
www.rivosinc.com

Rivos Inc.

Homepage for Rivos Inc describes the main challenges Rivos addresses and the products and solutions including RISC-V CPUs and GPGPUs. Looks at challenges for Enterprises and Cloud Service Providers for AI Models and services
www.rivosinc.com www.rivosinc.com
sambanova.ai

SambaNova | The Fastest AI Inference Platform & Hardware

Discover SambaNova - the complete AI platform delivering the fastest AI inference, fine-tuning, and scalable solutions with a GPU alternative built for enterprise and agentic AI. Try it today on SambaCloud.
sambanova.ai sambanova.ai
An acquisition could be possible.

Aside from that, Jaguar Shores should be launched asap to address various training, fine-tuning, and inference workloads (mixed AI workloads).
 
XYang2023 said:
Given that Lip-Bu has invested in several AI chip startups, such as:
www.rivosinc.com

Rivos Inc.

Homepage for Rivos Inc describes the main challenges Rivos addresses and the products and solutions including RISC-V CPUs and GPGPUs. Looks at challenges for Enterprises and Cloud Service Providers for AI Models and services
www.rivosinc.com www.rivosinc.com
sambanova.ai

SambaNova | The Fastest AI Inference Platform & Hardware

Discover SambaNova - the complete AI platform delivering the fastest AI inference, fine-tuning, and scalable solutions with a GPU alternative built for enterprise and agentic AI. Try it today on SambaCloud.
sambanova.ai sambanova.ai
An acquisition could be possible.

Aside from that, Jaguar Shores should be launched asap to address various training, fine-tuning, and inference workloads (mixed AI workloads).
Click to expand...
I am sure there will be concerns about conflict of interest. Wonder how big a factor for LBT the concern is to pull the trigger of M&A.

Heard SambaNova is struggling though
 
At the very least, I can attest to the fact that Intel will clarify its AI roadmap next time.
I've heard something about it...
 
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