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M
Intel’s R&D spending must cover both product development and manufacturing (Intel Foundry), whereas competitors such as TSMC, AMD...
Sep 9, 2025
Employers should allow their workers to work from home. It clears room at the office for their replacements.
Sep 9, 2025
S
Employers should allow their workers to work from home. It clears room at the office for their replacements.
Sep 9, 2025
S
I have worked 7 days a week for most of my career and still do but I am not an introvert, I am success driven. Every morning when I wake...
Sep 9, 2025
C
Employers should allow their workers to work from home. It clears room at the office for their replacements.
Sep 9, 2025
K
Yes, I totally agree. We should take a closer look at Intel’s 15 years of R&D expenses shown in my table to find broader information...
Sep 9, 2025
T
JP reconfirmed the 2027 IFS breakeven target during the event. He also mentioned that Intel will share more details about its AI...
Sep 9, 2025
T
"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...
Sep 9, 2025
T
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...
Sep 9, 2025
T
Given that Lip-Bu has invested in several AI chip startups, such as:
https://www.rivosinc.com/
https://sambanova.ai/
An acquisition...
Sep 9, 2025
M
I put together this table using net profit to measure Intel’s R&D effectiveness. In 2023, Intel had to spend $9.50 on R&D to earn $1 in...
Sep 9, 2025
S
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...
Sep 9, 2025
Bubbles? What bubbles?
Sep 9, 2025
X
Given that Lip-Bu has invested in several AI chip startups, such as:
https://www.rivosinc.com/
https://sambanova.ai/
An acquisition...
Sep 9, 2025
Employers should allow their workers to work from home. It clears room at the office for their replacements.
Like.
JP reconfirmed the 2027 IFS breakeven target during the event. He also mentioned that Intel will share more details about its AI...
hist78 replied to the thread Oracle stock soars as CEO says AI-fueled cloud revenue set to soar to $144 billion.Bubbles? What bubbles?