Posted 2/21/2024, 1:55:00 AM
Intel Poised to Become Go-To Chipmaker for AI Industry with Foundry Growth and Key Partnerships
- Intel's leadership, strong ecosystem, and ambitious foundry business make the company well-positioned for the future
- OpenAI CEO Sam Altman recently called for massive investments in AI chip manufacturing capacity
- Altman's vision requires partnerships, and Intel aims to be the "chip manufacturer for the West"
- Intel's foundry business growth is underappreciated and could see high demand from AI partners
- Major players like Nvidia and Qualcomm may partner with Intel on packaging and wafer capacity for AI chips