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On theCUBE Pod: CFOs as AI leaders, Intel’s foundry spin and Databricks’ valuation surge

  • CFOs are positioned to be leaders in AI-driven business transformation
  • At the recent theCUBE + NYSE Wired CFO Summit, a key insight emerged
  • With AI radically transforming business models, CFOs play a key role in addressing both cost and revenue impacts
  • Twenty years ago, IT shifted from hardware management to democratization with Web 2.0, then cloud and software as a service
  • In a recent edition of his Breaking Analysis series, Vellante wrote that the time for Intel Corp. to shed its foundry business is now
  • Last week, Databricks Inc. announced it was raising a late-stage $10 billion funding round at a $62 billion valuation
  • The traditional purpose of going public was to raise capital, provide liquidity to investors and give retail investors access to the stock
  • These markets, where people sell employee shares or investors get liquid, they lock in their returns, and then they’re playing with house money
  • The 2025 tech outlook and CFO AI leaders were a big focus for theCUBE Research industry analysts
  • Intel has a big investment in foundry. They have $100 billion, literally $100 billion of plant property and equipment on their balance sheet

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