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News Intel 3Q25 Earnings

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coercitiv said:
Based on Intel's luck with acquisitions, they will buy a company like this just before the bubble bursts and they're left with a multi-billion hot potato on their hands:




I'm not convinced the rumored acquisition is true, just that I fully expect Intel to try something similar even when there's overwhelming evidence that this "AI economy" will require a correction soon.
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What Intel aquistions have done well? Soft Machines with their VISC looked interesting, whatever happened to them under Intel? Wasn't "rentable units", if that was ever a thing, supposed to have come about with knowledge from VISC?
 
Hitman928 said:
Intel no longer selling off networking business.

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Ian Cuttler said in one of his videos a while back that he did not see how Intel could sell the NEX division. Since its products are too integrated in the main Intel products.

But, just to keep eveyone confused, Intel did another re-organization about a year ago, and while still planning to sell NEX as a separate business, Intel did the opposite. Intel ended NEX as a separate division and shifted its revenues.

NEX revenues were shifted to client and server, in order to pad revenue of these divisions, to make apples to apples comparisons impossible.

If one tries to compare how, for example, Intel client division is doing now vs. year ago, it is difficult, since Intel shifted $1 billion of NEX into the CCG division.
 
Hitman928 said:
Intel no longer selling off networking business.

Click to expand...
Just for clarity, the edge client group was moved out of Networking division to Client and integrated photonics solutions to DCG in 2024.
The main thing that this move/spin-off(which they backed-off) under LBT was likely around Telecom/RAN.
The OmniPath stuff was spun out(Cornelis Networks) long time ago under Bob Swan.
 
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