News Intel 3Q25 Earnings

[Thunder 57]

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:

https://archive.ph/20251030201806/https://www.bloomberg.com/news/articles/2025-10-30/intel-in-talks-to-acquire-ai-chip-startup-sambanova

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.

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]

Intel no longer selling off networking business.

https://seekingalpha.com/news/4528261-intel-ends-plans-to-spinoff-networking-division---report

 

[Joe NYC]

Intel no longer selling off networking business.

https://seekingalpha.com/news/4528261-intel-ends-plans-to-spinoff-networking-division---report

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.

 

[regen1]

Intel no longer selling off networking business.

https://seekingalpha.com/news/4528261-intel-ends-plans-to-spinoff-networking-division---report

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.

 

[DavidC1]

Intel no longer selling off networking business.

https://seekingalpha.com/news/4528261-intel-ends-plans-to-spinoff-networking-division---report

What? Intel actually making smart(reversing previously stupid) decisions?

 

[fastandfurious6]

What? Intel actually making smart(reversing previously stupid) decisions?

I bet chatgpt is a better intel manager than intel managers lol

 

[511]

I bet chatgpt is a better intel manager than intel managers lol

If chatGPT is not trained with Intel Manager Data

 

[511]

What? Intel actually making smart(reversing previously stupid) decisions?

Yeah we are at a point that Intel making good decision is a miracle

 

[jpiniero]

What? Intel actually making smart(reversing previously stupid) decisions?

Or they couldn't find a buyer.

 

[DavidC1]

If chatGPT is not trained with Intel Manager Data

Remember my "jab" is at Lip Bu Tan, since the whole Network unit selling started with him.