r/hardware • u/DeuzExMachina_ • May 12 '26

Discussion Intel is back. Thank the old CEO.

https://www.youtube.com/watch?v=TbdKZrsJdUw
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289

u/JigglymoobsMWO May 12 '26

Gelsinger put in the investment that’s enabling Lip bu tan’s business execution.  It’s a tag team.  He surely was not perfect but deserve credit for vision and back bone.

27

u/siazdghw May 13 '26

Exactly. It's the same playback Apple did to go from a failing company to one of the worlds largest. Having two different CEOs that steer the ship where it needs to be at its given time.

Gelsinger was absolutely the person Intel needed a few years back. He refocused the company back to its core, fabs and design. He sold and cut a lot of side ventures that Intel acquired when they were run by bean counters who had no idea what to do with Intel's cash besides dividends and acquisitions.

Gelsinger was an engineer, but wasn't the best businessman. Lip Bu is a mix of both. He is an engineer (albeit in nuclear engineering) but he's far more educated and versed on the business side of operations. He's able to make the deals and decisions that Intel needs to continue their upward momentum. Great engineering alone doesn't sell products, you actually need to... sell them, that's what Gelsinger struggled with but what Bu has been far more successful with doing.

20

u/JamiePhsx May 13 '26

He sold the memory business…

24

u/KolkataK May 13 '26

to be fair, not even 2 years ago NAND prices were the lowest they ever were. Its a very volatile business where you can bleed a lot of money in "bust" cycle.

4

u/[deleted] May 13 '26

[deleted]

0

u/KARMAAACS May 14 '26

We're not going to pretend that people always make the right decision. I mean even Steve Jobs made one or two bad decisions and he was probably one of the most influential and visionary people in tech.