Intel’s New Orientation Towards Artificial Intelligence
Intel is undergoing a radical restructuring and is clearly focusing on Artificial Intelligence (AI) to regain competitiveness in the highly competitive AI market. The company has lost its technological edge in recent years, particularly in the area of AI, which is reflected in three consecutive years of declining revenues and rising losses.
Strategic Measures under CEO Pat Gelsinger
The new Intel CEO Pat Gelsinger plans profound changes: these include eliminating about one-fifth of the jobs and divesting non-core business areas, such as the recent sale of 51 percent of the Altera business to Silver Lake Management. At the same time, Intel aims to attract more technical talent and develop new products that are better aligned with customer needs, especially in manufacturing processes for AI chips.
Importance for Investors
This strategy is relevant for investors as it shows that Intel, despite its challenges, is actively trying to improve its position in the promising AI segment. While other companies like Nvidia and AMD are already significantly benefiting from AI demand and have multiplied their stock prices, Intel is now doing everything possible to catch up. The upcoming quarterly report on April 24, 2025, is expected to provide further details on the implementation of this strategy.
Conclusion: Potential Turning Point in the AI Competition
In summary, it can be said:
- Intel is facing a radical restructuring with job cuts and divestments.
- The focus is clearly on expanding competencies and products in the field of Artificial Intelligence.
- The goal is to catch up on technological lag and generate growth again.
- For investors, this signals a potential turning point after difficult years.
These measures underscore Intel’s ambition to regain a more significant role in the global race for leading AI technologies.