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OpenAI won't buy Intel's AI chips

OpenAI has been making it rain infrastructure deals. The AI startup just dropped another $38 billion on Amazon Web Services, adding to agreements with Oracle, Microsoft, AMD, and a plethora of other deals that total over $1 trillion this year so far. But there's one company conspicuously missing from the invite list to this very expensive party. Intel, the former belle of the Silicon Valley ball, is now watching everyone else dance.

So when OpenAI came knocking in 2017, hat in hand, asking Intel to invest in their fledgling AI startup, Intel said no thanks. Why would the king of computing need to bet on some nonprofit's sci-fi dreams?

Now, Intel is the one begging for a seat at the table while OpenAI doesn't seem to be interested.

"Why go back to a firm that has an inferior product and also snubbed you?" said Tim Derdenger, an associate professor at Carnegie Mellon's Tepper School of Business.

https://semiwiki.com/forum/threads/openai-wont-buy-intels-ai-chips-says-associate-professor.24015/

#AI #Acquisition #Business #Competition #Technology

Innovation

It's really telling to see an industry article on Medtronic and what do they chose to highlight? Micra! They have to go back 10 years to find a great success story - and all the leaders who said YES to micra before the project even had a name, or who pushed to got it though to market are long gone, who remains behind are people that are content to ride the coattails of that original work, keep patting themselves on the back about how innovative we are, but meanwhile fall behind the competition as they watch their quarterly earnings and their MIP targets. This used to be such an ambitious company and now its totally acceptable to be "meh".

#Competition #Innovation #Leadership

ETL layoffs to be announced in February

Been a faithful team member for 22 years and married to a corporate employee for 20 years. 800 to 1,000 ETLs will be layed off in February. The attrition will be focused in the GM areas, and the Senior Food and Beverage ETL role will be eliminated later in the spring of 2026. Tough times ahead, but these moves should help us stay competitive. Just praying my job isn't eliminated.

#Attrition #Competition #EmployeeRelations #JobSecurity #Layoffs

vSphere is under fire with new rising displacement software

I spent over 10 years in vSphere. Now that Broadcom bundled vSphere 9.0 and you can never buy alone, many alternatives are coming up. Proxmox is outdated. These guys are out of their mind.

But I am seeing a few players. Some are ex-vmware employees. It is very very very interesting to see one of them takeover vSphere in a few years.

Of course, the top enterprise customers are stuck but anyone less than 1000 servers should be an immediate target.

I am very looking forward to see vSphere displacement in action.

19,000 employees were kicked out due to greed and destruction.

#Competition #CorporateCulture #Displacement #EmployeeRelations

Cisco is a status quote of the past

Those days Cisco file lawsuits against Huawei and Arista, Cisco thought it was too good.

Huawei now has a chip that is already 1,300 faster than the best chip out of NVIDIA, never mind Huawei has beeter phones than Apple. Of course networking equipment from Huawei.

Arista been eating up Cisco’s lunch within last 10 years, Even Arista is already out of date in current technology landscape.

What’s left there for Cisco? Except now claiming glorified scripting as Cisco AI

#Commentary #Competition #MarketShare #Technology

Reasons for layoffs!

I will start: C-level folks like $$$, pumping up their bonuses. China and tariffs and all other competition. The analog semi market is in shambles, demand is down and wafer starts are down - this will persist for a while. Meanwhile, we'll keep cutting but this will turn at some point.

#CLevel #Competition #CostCutting #EconomicDownturn #Layoffs

Qualcomm managed to fool everyone for a day

Qualcomm entering datacenter AI GPU market must be the biggest joke of all. Nvidia and AMD are in the GPU market for 10+ years. Even Intel has a data center GPU which nobody uses. Qualcomm comes in yesterday and announces that they are entering the market? The executives managed to fool the market for a day. The stock is sinking back to normal now.

#AI #StockPrice #Competition

SAP cannot innovate, only buy to survive!

SAP bid twice but failed to acquire BlackLine in 2024 and 2025...maybe SAP will eventually succeed due to PE investors in BlackLine!
https://www.globalbankingandfinance.com/blackline-m-a-sap-three/
https://www.marketscreener.com/news/germany-s-sap-mulls-new-bid-for-software-firm-blackline-sources-say-ce7d5ddfdd8af324

This comes after SAP's acquisition of SmartRecruiters to compete against Workday which has taken away bulk of its business in HCM domain!

#Acquisition #Competition #HCM #Innovation #PrivateEquity

AT&T's New Ad: When You Run Out of Ideas, Attack T-Mobile

AT&T just launched a shiny new ad campaign trashing tmobile – because nothing screams confidence like obsessing over your competitor's success.

They're bragging about "300,000 square miles of coverage" and the " AT&T Guarantee" Meanwhile, real customers on Truspilot are handing out 1-star reviews like Halloween candy. MAYBE fix your OWN moral and coverage before worrying about someone else's.

It's wild watching a 100-year-old company, drowning in debt and bad PR, act like a jealous ex. TMOBILE over there sitting comfortably at a $200 stock price, while AT&T's bragging about fiber and posting apology ads.

When your own employees are miserable, your customers are furious, and your stock is flatlined – maybe stop worrying about T-Mobile and start reconnecting with reality.

#Advertising #Competition #CustomerSatisfaction #Debt #PR

Sound the alarm - T-Mobile Post Record Qtr

Total postpaid net customer additions of 2.3 million, best-ever and best in industry
Postpaid phone net customer additions of 1.0 million, highest Q3 in over a decade and best in industry
Postpaid net account additions of 396 thousand, up 26% year-over-year, best-ever and best in industry
Total broadband net customer additions of 560 thousand, up 34% year-over-year, best in industry, including 506 thousand 5G broadband net customer additions, up 22% year-over-year, and 54 thousand fiber net customer additions
Translating Industry-Leading Customer Growth into Durable and Profitable Financial Growth

Service revenues of $18.2 billion grew 9% year-over-year, best in industry growth
Postpaid service revenues of $14.9 billion grew 12% year-over-year, best in industry growth
Strong Net income of $2.7 billion and diluted earnings per share (“EPS”) of $2.41
Core Adjusted EBITDA(2) of $8.7 billion grew 6% year-over-year, best in industry growth
Net cash provided by operating activities of $7.5 billion grew 21% year-over-year
Adjusted Free Cash Flow(2) of $4.8 billion
Extending Overall Network Lead with Best Assets, Customer Centricity and Technology Leadership

Recognized by Opensignal as the 5G Global Winner in 5G Coverage Experience and Global Leader in 5G Reliability, including outperforming other US operators; T-Mobile also ranked the #1 FWA carrier for Consistent Quality and Reliability
Fastest provider in Fixed Wireless Home Internet with median download speeds nearly 50% faster than next closest peer, based on our analysis of Ookla data
Ongoing momentum in network perception with lots of room to run, with highest ever switching consideration based on overall network quality in Q3 and lots more runway ahead
iPhone 17 is fastest on T-Mobile’s network with median overall download speeds nearly 90% faster than one benchmark competitor as we continue to expand our network leadership with industry-leading deployment of new technologies (e.g. L4S deployed on all 5G sites with efficient capacity allocation; ~70% of sites supporting 5- and 6- carrier aggregation)

#Competition #Wireless #Telecommunications #Earnings

Intel is the greatest company (period)

And then I go on to say more, even though I said (period).

First company to sub 2nm node. TSMC won't be there for years potentially as their node launching in 2026 is 2nm.

Now on track with GPU's and have shown how easy it will be to catch up with their line of consumer GPU - which came out of nowhere

The best client CPUs ever made. Lunar Lake is very good.

Strong in server and very very strong in some workload

Excellent partnership with India. India are loyal to Intel. I know everyone, people who will choose Intel over lower cost

Excellent parternship with China vs others

Excellent partnership with US government, better than any other company in the world. If you love America, you will love also Intel

No thank you to the other companies here causing dissent.

#Semiconductors #AI #Competition

Roche and Element HT- Real Threat?

For non technical people like me, is Roche a real threat that can replace illumina or is it a tech that can take some market share? Also, Element coming up an HT sequencer? Everyday the competition and news against illumina is getting bad and the stock couldn’t cross the 100$ mark. Even Grail stock was over 100$ today at one point. Are we losing it? Just an worried employee 😢

#Competition #MarketShare #StockPrice #Anxiety

Seeking Alpha 10/3/25

We need the Vintage engineer! STAT!

Summary

Teradata Corporation continues to face persistent declines in revenue, earnings, and FCF, reinforcing the value-trap case for the stock despite trading at just 10x forward P/E.

Total revenue is expected to decline for the seventh straight quarter in 3Q on a YoY basis (excluding the nearly flat growth in 3Q FY2024), driven by deals that.

Low-end cloud migrations are largely complete, but the company is struggling to win over large cloud customers, as shown by the declines in recurring revenue.

Cloud ARR is expected to grow 14% to 18% YoY for FY2025, showing no growth acceleration in 2H FY2025.

Large deal delays and slow customer adoption highlight execution issues, with TDC losing market share to cloud competitors such as MSFT, GOOGL, SNOW, and Databricks.

#FinancialResults #MissedEarnings #CloudComputing #Competition

I've worked on PQC and QKD intiatives....and it doesn't matter!

Wow! what can I say? No matter what one works on, the only thing that matters is how the second layer L8 thinks of one! Yep, one could be a rocket scientist, but unless one is connected, guess what......NOPE. You are just not the "right fit".
Last time I checked, the ones who could master the technology were kings. It would seem that L8 wants to limit competition to those they can control.
In this case, I feel L8 needs to su-k it up, and go with the flow. But what do I know????

#Initiative #Underutilized #Competition #EmployeeSatisfaction

NVidias interest is now for Intel not to enter either the GPU market

This is a death blow to the Intel GPU+AI efforts and should not be allowed by the regulators. It is clear that Intel needs the downstream, low-cost GPU market segment to have a portfolio of AI chips based on chiplets, where most defective ones end up in the consumer grade GPUs based on manufacturing yield. NVidias interest is now for Intel not to enter either the GPU market, nor the AI market - which Intel was preparing for with its GPU efforts in recent years.

#Semiconductors #AI #Competition #Strategy

It is risky

Nvidia’s investment in Intel coudl have far-reaching negative consequences. To begin with, Nvidia has every incentive to eliminate Intel’s Arc graphics line, which would be disastrous for consumers because Arc is the only product helping to bring GPU prices down. Without it, Nvidia would face less competition and prices could climb.

The loss of Intel’s graphics division would also harm Linux users. Intel’s approach to open, well-documented drivers has made their GPUs the most compatible and reliable option for Linux systems, while Nvidia has a history of being unfriendly toward open-source drivers. If Intel’s efforts end, Linux users will face fewer choices and greater difficulties.

Finally, Intel is currently the only company offering consumer-grade graphics virtualization through SR-IOV. If that disappears, Nvidia’s enterprise-level chips would dominate the market. This would mean ordinary consumers would be left with less performance, less flexibility, and weaker security on their personal computers.

#Semiconductors #Virtualization #Security #Competition

Wins for Intel and for NVIDIA in this deal. Losses for AMD and Qualcomm

i think both parties will be made stronger for this. Intel needed this. Nvidia is advantaged with this, but was succeeding without.

https://www.tomshardware.com/pc-components/cpus/nvidia-and-intel-announce-jointly-developed-intel-x86-rtx-socs-for-pcs-with-nvidia-graphics-also-custom-nvidia-data-center-x86-processors-nvidia-buys-usd5-billion-in-intel-stock-in-seismic-deal

#Partnership #Competition

Nothing is and will change in FIG for a loooong time!

Gelb is not the answer. Foskett should be long retired and has no biz talking to mainstreet FIs we serve... he is a Wall Street dinosaur. The RM/Sales leader - useless and clients and his team know it. Product - zero strategy. Our competition is catching up and winning because they are NOT Fiserv or FIS. Same recycled useless people that we keep moving around. Remind me what has changed???? if you have a chance to get another job - LEAVE!

#Leadership #Strategy #Competition #LookingToLeave

PNC looks to eat USB and other regional banks lunch

Good article in the Wall Street Journal today: “The CEO Who Wants to Double the Size of His Bank to $1 Trillion.” As I read the article and the quotes from PNC CEO Demchak it became more telling how bad leadership at USB really is. He lays out more vision in a newspaper article than anyone at USB can lay out in 10 town halls. Imagine working at a bank led by a banker, one who grew up at JPM under Jamie Dimon, versus USB led by former McKinsey consultants and spreadsheets.

#Leadership #Competition #Banks