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Intel's former CEO says Nvidia got 2 things right

  • Intel's former CEO, Pat Gelsinger, praised Nvidia for its execution and AI product advantage.
  • Gelsinger mentioned that Nvidia has succeeded in staying ahead by executing well and building meaningful moats in the silicon AI accelerator market.
  • He highlighted Nvidia's advancements in products like NVLink and CUDA, which provide a competitive advantage.
  • Intel's new CEO, Lip-Bu Tan, acknowledged the company's recent shortcomings and expressed the need for improvement.

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