Patrick was ranked the #1 analyst out of 8,000 in the ARInsights Power 100 rankings and the #1 most cited analyst as ranked by Apollo Research. Patrick founded Moor Insights & Strategy based on in his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants.
Intel made some major announcements Monday that I believe are positive indicators for its turnaround efforts under CEO Pat Gelsinger —assuming it can execute flawlessly on them. All kinds of rumors have been flying, and last weekAll of these developments have put more wind into Intel ’s sails. I’ve had a chance to digest these announcements—and to speak with Gelsinger directly before they were made public—so I want to share my findings here.
Overall, this can only be looked at as a positive—a strategic, long-term deal that Intel didn’t have before. If you can get the number-one cloud provider to do not just one but two highly custom chips with you, one in the foundry and one a custom server chip, that portends a very good future. This also adds AWS to Microsoft as committed to Intel’s leading-edge 18A process. That’s another significant positive.
Because the specifics of this deal are classified, there are no details about what Intel is getting paid to do, and Gelsinger could not comment on it to me, even under NDA. Just thinking out loud, this could be wafers for DoD, NSA and DARPA designs; it could be packaging; it could be making sure the supply chains of other companies are secure. We’re not supposed to know.
He made the point that when he started as CEO a few years ago, the two businesses were “highly commingled.” It’s been a slow process of “teasing them apart,” for example by putting Foundry and Products on separate ERP systems. He summarized the challenge by saying, “This is a 55-year-old, integrated, singular company. . . .
Pat Gelsinger AWS U.S. Department Of Defense Intel Foundry Gelsinger
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