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Gelsinger gives Jensen a reluctant nod

by on22 April 2025


Nvidia's doing everything Chipzilla should have done

Former Troubled Chipzilla CEO Kicking Pat Gelsinger, who bailed in December after a less-than-stellar run, has tipped his hat to Nvidia’s Jensen Huang for running rings around his old firm.

Speaking on Yahoo Finance’s Opening Bid, Gelsinger said that Huang’s been “executing well” and keeping Nvidia in pole position, particularly in the AI silicon game.

Gelsinger said: “"They are executing well. At the end of the day, Jensen is on it — driving his teams to stay in the front end."

Gelsinger added Nvidia's been “running hard to stay in the front,” in a market inflating thanks to big spending and every other startup waving AI buzzwords like confetti.

“I can't throw a rock right without hitting a new AI startup in the Bay Area,” he said, possibly while carrying a sack of rocks.

He also tipped Nvidia’s “meaningful moats,” citing things like NVLink and CUDA—tech that actually works and locks in developers. NVLink lets GPUs hold hands inside a server, while CUDA makes sure everything runs fast and expensive.

Gelsinger, who spent 30 years at Chipzilla before taking detours through VMware, returned in 2021 as CEO just in time to oversee Intel’s plummet into a money pit. By the time he bolted in December 2024, the company’s share price had nearly halved.

Now with the venture capital outfit Playground, Gelsinger’s latest hobby is talking up rivals while his former firm bleeds market share.

His replacement, Chipzilla CEO Lip-Bu Tan, fronted up in March with a “mea culpa” at a Las Vegas event, saying: “We had been too slow to adapt and to meet your needs. You deserve better, and we need to improve, and we will. Please be brutally honest with us.”

The cocaine nose jobs of Wall Street have already delivered their verdict with Intel shares down another 22 per cent this past month.

Last modified on 22 April 2025
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