Key Insight:
Jim Keller, the renowned chip architect and current CEO of AI chip developer Tenstorrent, acknowledges Intel is being considered for cutting-edge chip technology development but cautions that Intel still has significant challenges to overcome before delivering a solid competitive product. Keller criticized recent rumors of Intel splitting or selling off parts of its business, calling it a “fire sale” rather than unlocking shareholder value. He emphasized that Intel has built some of the fastest CPUs on advanced process technologies and envisioned a “great Intel” potentially worth $1 trillion but stressed the company must focus on execution to realize this potential.
Background:
Jim Keller has an esteemed track record with major chip companies including AMD, Intel, Apple, and Tesla. He is known for transformative chip design work, such as on Ryzen at AMD and has become CEO of Tenstorrent, an AI processor startup. His comments come amid ongoing uncertainty about Intel’s future strategy with rumors of parts of Intel’s product business potentially being bought by firms like Broadcom and the Intel Foundry possibly becoming a joint venture with TSMC, Qualcomm, and Broadcom. Keller warns that breaking Intel up risks undervaluing the company and believes the right approach is a unified Intel with a strong goal and motivated team.
Credit WCCF tech