Intel's CEO Pat Gelsinger just stepped down. The timing is wild considering Intel's been bleeding market share to Nvidia and TSMC while burning through billions on chip fabs. With AI infrastructure becoming the new oil, losing your captain mid-race isn't ideal. The semiconductor space is already brutal—Biden's slapping China with new curbs, everyone's racing to onshore chip production, and Nvidia keeps winning. Now Intel needs to find someone who can actually turn this ship around. Wonder who's next.
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Intel's CEO Pat Gelsinger just stepped down. The timing is wild considering Intel's been bleeding market share to Nvidia and TSMC while burning through billions on chip fabs. With AI infrastructure becoming the new oil, losing your captain mid-race isn't ideal. The semiconductor space is already brutal—Biden's slapping China with new curbs, everyone's racing to onshore chip production, and Nvidia keeps winning. Now Intel needs to find someone who can actually turn this ship around. Wonder who's next.