Intel's CEO hunt: If Gelsinger can't turn around Intel, who can? [Yahoo! Finance]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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Source: Yahoo! Finance
Mandeep Singh joins Morning Brief Hosts Seana Smith and Brad Smith to discuss what's next for the chipmaker as it looks for Gelsinger's replacement as the company struggles to keep up in the artificial intelligence (AI) space dominated by Nvidia ( NVDA "For a company like Intel to have this sort of uncertainty when they were not executing well. If you are a customer of Intel, which a lot of the hyperscaler and the enterprise companies are, when it comes to the Intel CPUs, you would rather go to Nvidia, which you were going there already for the AI accelerators," Singh says. He notes that a key risk of ousting Gelsinger for Intel is the associated uncertainty that deters customers. "For the board to bring anybody new without having the sort of credentials that Pat had really would create more uncertainty and, probably, market share loss to hyperscalers doing their own chips." "Pat Gelsinger had all the credentials. So the fact that he couldn't turn it around just goes to show how
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News
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- Intel's New CEO Change Unlikely To Help Gain Traction Versus Taiwan Semi And Nvidia: Analysts [Yahoo! Finance]Yahoo! Finance
- Nvidia Rules A.I. Chips, but Amazon and AMD Emerge as Contenders [The New York Times]The New York Times
NVDA
Earnings
- 11/20/24 - Beat
NVDA
Sec Filings
- 11/27/24 - Form 4
- 11/25/24 - Form 144
- 11/20/24 - Form 10-Q
- NVDA's page on the SEC website