Tag: Intel

April 29, 2025

Richard Gordon & Daniel Newman

Research Note

Intel Delivers Flat Q1 FY 2025 Revenue Amid Ongoing Turnaround Efforts

Q1 FY 2025 Results Show Intel Maintaining Topline but Facing Margin Pressure

Richard Gordon and Daniel Newman explore Intel’s Q1 FY 2025 results, highlighting flat revenue, margin challenges, and CEO Lip-Bu Tan’s early turnaround actions.

AI, AI and Data Analytics, Computing, Data Center, Data Infrastructure

April 14, 2025

Ron Westfall

Research Note

Intel Vision 2025: Why Physical AI Beckons for Intel

Intel’s New CEO Lip-Bu Tan Spotlighted Physical AI and Its Importance at Intel Vision in Providing First Glimpses of His Unfolding Strategy

Ron Westfall, Research Director at The Futurum Group, shares insights on why Intel possesses the key portfolio building blocks, such as AI accelerators, edge computing expertise, and a legacy of powering complex systems, to become an integral player in the nascent Physical AI market.

Advanced Computing, AI, AI and Data Analytics, Data Center, Semiconductors and Components

April 11, 2025

Olivier Blanchard

Research Note

How Intel’s 13-TOPS NPU Might Find Purpose in a World of Copilot+ PCs

Intel’s AI Gaming Push Shows Gains but Lacks the Firepower of Rival NPUs

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Intel’s AI-driven gaming features in the Core Ultra 200HX processors, spotlighting real-world performance gains and the limitations of its 13 TOPS NPU.

Advanced Computing, AI, AI and Data Analytics, Processors

April 10, 2025

Olivier Blanchard

Research Note

Can Intel’s Panther Lake and 18A Process Reset the Chipmaker’s Competitive Position?

Intel Eyes Late 2025 Launch for First 18A-Based CPUs as New CEO Focuses on Execution and Engineering-Led Turnaround

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel’s Panther Lake CPU and 18A risk production – key milestones that will test Intel’s turnaround efforts under new CEO Lip-Bu Tan.

Advanced Computing, AI, Devices, Processors, Semiconductors and Components

April 10, 2025

Olivier Blanchard

Research Note

Can Lip-Bu Tan’s Engineering-First Vision Get Intel Back on Track?

Intel’s New CEO Charts AI, Foundry, and Product-Led Recovery Plan; Market Cautiously Awaits Execution

Olivier Blanchard, Research Director at The Futurum Group, shares insights on Intel CEO Lip-Bu Tan’s plan to reset Intel’s culture, focus on AI and custom silicon, and restore credibility through engineering-led execution and foundry transformation.

AI, AI and Data Analytics, Devices, Processors, Semiconductors and Components

March 17, 2025

Daniel Newman

Six Five Webcast

The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's new CEO Lipu Tan, the potential impact of tariffs on the US economy, and recent earnings from Oracle and Adobe.

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

March 10, 2025

Daniel Newman

Six Five Webcast

Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech

On this episode of The Six Five Webcast, hosts Patrick Moorhead and Daniel Newman discuss MWC, Salesforce, Broadcom and more.

AI, Business Information, Emerging Technologies, PCs and Devices, Semiconductors and Components

March 6, 2025

Six Five Media

Six Five Webcast

HPE and Intel – Building Future-ready Compute Platforms Together

Krista Satterthwaite and Karin Eibschitz Segal join Patrick Moorhead to share insights on HPE's and Intel's collaboration in evolving compute platforms that are not just performant but future-ready.

AI, Cloud, Data Management, Infrastructure, Semiconductors and Components

March 5, 2025

Six Five Media

Six Five Webcast

Interview with Interim co-CEO at Intel and CEO of Intel Products, Michelle Johnston Holthaus – Six Five On The Road

Michelle Johnston Holthaus, Interim co-CEO and CEO of Intel Products, joins Patrick Moorhead to share Intel's strategic focus on AI and infrastructure modernization discussed at MWC Barcelona.

AI, Data Management, Enterprise Applications, Semiconductors and Components

February 26, 2025

David Nicholson & Keith Townsend

Six Five Webcast

Driving Value from Your AI Investments: Introducing Dell Generative AI Solutions with Intel – Six Five On the Road

Chad Dunn and Bill Pearson, leading voices at Dell and Intel, join David Nicholson and Keith Townsend to reveal how Dell's Generative AI Solutions powered by Intel are designed to transform enterprise AI investments into real-world value.

AI and Data Analytics, Emerging Technologies

February 19, 2025

Keith Townsend & Dion Hinchcliffe

Infrastructure Matters

$100 Billion for OpenAI? – Six Five Webcast: Infrastructure Matters

Keith Townsend and Dion Hinchcliffe discuss Intel's stock, AI ethics, DataRobot's acquisition, SAP and Databricks' partnership, Elon Musk's OpenAI offer, and CIOs' supply chain strategies in AI chips on this insightful Six Five episode.