September 26, 2025
Intel
Anthropic: Now an AI Option in Microsoft Copilot
By Jim Lundy Anthropic: Now an AI Option in Microsoft Copilot The world of generative AI is rarely static, with new models and capabilities emerging at a breathtaking pace. In a significant market devel
September 21, 2025
Nvidia’s $5B Bet on Intel: What It Means
By Jim Lundy Nvidia's $5B Bet on Intel: What It Means In a move that sent shockwaves through the semiconductor industry, the undisputed leader in AI chips has invested heavily in its struggling rival. N
March 14, 2025
Intel’s New CEO: Lip-Bu Tan and the Question of a Breakup
By Jim Lundy Intel's New CEO: Lip-Bu Tan and the Question of a Breakup Intel has tapped Lip-Bu Tan, a semiconductor industry veteran and seasoned investor, as its new CEO. This move comes at a critical juncture for
February 28, 2025
IBM Announces Intent to Acquire DataStax
By Betsy Burton IBM Announces Intent to Acquire DataStax IBM announced its intent to acquire DataStax this week in February 2025, signaling a significant move to bolster its hybrid cloud data management capabilities
February 21, 2025
Intel’s Potential Breakup: A Seismic Shift in the Chip Industry
By Jim Lundy Intel's Potential Breakup: A Seismic Shift in the Chip Industry This blog overviews the recent news, first reported by the Wall Street Journal, regarding potential deals that could lead to the breakup
December 12, 2024
Intel’s Lost Decade: How TSMC Took the Chip Lead
By Jim Lundy Intel's Lost Decade: How TSMC Took the Chip Lead In the Wall Street Journal on Saturday, December 7th, the lead story on Intel was trying to place the blame on outgoing CEO Pat Gelsinger. The demise of I
October 2, 2024
Will Intel Survive and How?
By Betsy Burton Will Intel Survive and How? Rumors of a potential acquisition by Qualcomm or a significant equity investment by Apollo Global Management have sent shockwaves through the tech world. Aragon Research rele
First Cuts: Intel’s Future: Acquisition or Infusion of Funds?
By Betsy Burton Topic: AI Architectures and Platforms Issue: How will technologies change to enable new AI architectures and platforms? Intel’s Future: Acquisition or Infusion of Funds? Summary:
August 2, 2023
Intel Is Back in the Foundry Business—Entering the Angstrom Era
By: Craig Kennedy Intel Is Back in the Foundry Business—Entering the Angstrom Era On Friday, July 28th 2023, during Intel’s earnings announcement, CEO Pat Gelsinger made several product announcements that confi
May 24, 2023
Intel Partners to Enter the Generative AI Race—Aurora genAI
By: Craig Kennedy Intel Partners to Enter the Generative AI Race—Aurora genAI On Monday May 21st, at the ISC High Performance Computing Conference 2023 in Hamburg, Germany, Intel announced Aurora genAI, a series
December 15, 2021
Intel Looks to autonomous driving with Mobileye IPO
By Jim Lundy and Adam Pease Intel announced last week that it plans to do an initial public offering of its Mobileye computer vision-based autonomous driving division. This blog analyzes the reasons for this move.
August 23, 2018