Pat Gelsinger
Showing 1–3 of 3 transcripts.
- RAISE Summit19 min
Pat Gelsinger & Elad Raz: Where Chips Go After the GPU Era | RAISE Summit 2026
Next Silicon has pivoted from high-performance computing to artificial intelligence, deploying its Maverick accelerator which integrates custom RISC-V CPUs with data flow architecture to unify serial and parallel workloads in national laboratory environments. The company's four-generation development strategy emphasizes adaptable, software-driven designs that support evolving non-Transformer models while maintaining compatibility with legacy Fortran and modern CUDA ecosystems. Looking forward, Next Silicon anticipates a market shift toward 10,000x efficiency gains and 3D physical modeling, requiring unified memory spaces to handle continuously learning systems rather than the fragmented training and inference phases of current AI.
- RAISE Summit24 min
ALL-IN Podcast Live: Pat Gelsinger, Partner at Playground Global | RAISE Summit 2026
Pat Gelsinger, Jason Calacanis
Intel's strategic decline is attributed to a shift from technical to financial leadership that prioritized shareholder returns over R&D, resulting in missed fabrication opportunities and the loss of key markets like Apple and NVIDIA. In response, CEO Pat Gelsinger is driving a foundry pivot and onshoring initiatives under the CHIPS Act to rebuild manufacturing capacity while navigating geopolitical risks centered on Taiwan's vulnerability. Concurrently, the broader semiconductor landscape is expected to mature through a multi-decade AI expansion constrained by energy limits, alongside anticipated quantum computing breakthroughs by 2030 that will redefine computational capabilities.
- All-In Podcast50 min
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
Pat Gelsinger, Jason, Anton Osika
Intel CEO Pat Gelsinger diagnosed the company's strategic decline as a fifteen-year period of non-technical leadership that diverted $100 billion to shareholders rather than manufacturing infrastructure, allowing competitors like NVIDIA and TSMC to seize market dominance. He further warned of acute geopolitical risks to the semiconductor supply chain in Taiwan while projecting that AI growth will be constrained by energy capacity rather than a speculative bubble. Concurrently, Lovable founder Anton Osicka outlined a business model achieving $600 million in revenue by leveraging AI to enable non-technical users to build production-ready software, fundamentally reducing development costs and accelerating enterprise tool creation.