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  • Info
73. Analyst debate, Intel Foundry spinout, AI tsunami hitting hard, Oracle-AWS cloud moves
September 14, 2024
Dave Vellante and John Furrier discuss the issues at Intel, focusing on the split of Intel's fab business from its design business due to volume and manufacturing cost disadvantages. Intel must divest its foundry business and focus on chip design, capitalizing on emerging markets like ARM and RISC-V.

Financial instability is a major concern for Intel, highlighted by recent events in the market such as Apple's event, OpenAI's funding, and Oracle's partnership with AWS. Oracle's strategy in the cloud space, multi-cloud approach, and advanced database cap... Read more
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