저자: DanIves · 외국인
요약 보기
Dan Ives는 인텔이 정부 지원과 엔비디아 협력으로 개선 중이나 AI 경쟁에서 아직 갈 길이 멀다고 평가하며, 실행 증명에 약 1년을 줄 것이라고 말한다. 팔란티어는 175달러 이상, 선행 PER 약 200배, PEG 3배 이상으로 고평가 지적이 나오지만 그럼에도 매수 의견을 유지한다. AI 시장이 2~3년 내 1조 달러 규모가 될 것이라 보며, 엔비디아 주도의 AI 확산과 인텔-엔비디아 협력의 의미를 설명한다. 인텔 파운드리 관련 세부 사항은 불확실하다고 언급한다.
다듬은 글
Look, Intel is still playing single A baseball relative to major leagues now. Before they were playing 12U before uh you know as almost a 12y old in terms of before the government as was as well as Nvidia huge step in the right direction but let's be clear it's an ever like uphill battle for them on AI.
How patient would you be as if you were an investor in Intel? How patient would you be? How long would you give it to prove itself? I think they have a year. They have a year to prove out that this is not just press releases and they could actually, you know, they could actually execute because look, Intel's been run like a motor vehicle in New Jersey the last, you know, the last five and that's been a big part of the problem.
So, you need to change the culture. Palanteer trades at over 175 bucks a share, nearly 200 times forward PE, over three times PEG ratio for those like me who nerd out on metrics. You're still a buy. Tell us why. Look, compared to the top leagues, Intel is still playing Singa baseball. Prior to the government and Nvidia, they were playing 12U.
A big step in the right direction. But let's face it, they still have a long way to go in the fight against AI. As an Intel investor, how patient would you be? To what extent would you be patient? How much time do you think it would take to prove itself? They have a year, I believe. Since Intel has been treated like a car in New Jersey for the past 5 years, which has been a major contributing factor to the issue, they have a year to demonstrate that this is more than just press releases and that they could actually, you know, execute.
Therefore, you must alter the culture. For those who obsess over the numbers, like myself, Palanteer is trading at more than $175 a share, almost 200 times forward PE, and more than three times PEG. You're still a good investment. Tell us why. It is AI's messy in my opinion. It will reach a trillion dollars within the next 2 to 3 years because Palunteer is the best option for AI use cases.
Do you believe that? In my opinion, this is the reason why valuation cannot be viewed solely in terms of a single year. Let me start by saying that in my opinion there isn't a single recipe that works. It depends on the business. I believe we discuss IV's AI30 research for example and that's what the ETF is built on when it launches in June and in my opinion it's crucial to determine not only the main winners the Microsoft's and Nvidia's but also the second and third generations of this AI revolution.
However, we have discussed that question and the party. The AI party began around 9:00 p.m. and is currently at approximately 10:15 p.m. That gathering lasts till 4:00 a.m. The problem is that as I usually remark, "Look, is there any glass on the dance floor?" The DJ stops playing, the police arrive, and the party may be temporarily broken up.
It is feasible, but you know what? The bears, who are outside the windows observing the celebration, walk upstairs and read a book in their room. You meet in the diner at 6:00 a.m. Yes. Compared to the Bears, the Bulls had a much better night. I believe that AI will soon have an impact on all ver. Therefore, keep in mind that only 3% of businesses have chosen to adopt AI.
When you observe traditional businesses using it more and more as the trillions are spent, you will see businesses change from what may be considered industrial today to perhaps more tech or disruptive tech in a year. And that, in my opinion, is the advantage. As I just got off the phone with Jensen Huang and Lip Bhutan, they clarified that sure the Trump administration has nothing anything to do with this technology focused collaboration.
They essentially explained that they began engineering negotiations for then a year ago, which would have preceded both the closeness of Jensen Hongs relationship with the president and Liphutan's time as CEO of Intel. As Jensen Huang put it, well, why wouldn't they invest in Intel? The stakes are significantly different.
They recognize that this is a fantastic addressable market opportunity if they have faith in the things they want to produce together. As a result, they invested equity, but Intel still needs to use cash to support the balance sheet. If you don't mind, I kind of put this to lipoo when you asked. Use the word road.
you can see in Vid who have long been rivals over the 101 if you travel to Santa Clara which is about 25 mi south of where I am right now and climb up on the roof of Intel. Therefore, in that regard, this is a historic occasion. Wo, I adore that. We spoke with Ed Liddelloo for this reason. However, I must ask you about the relationship between Lip Bhutan and President Trump as well as between Jensen Huang and President Trump.
Rewinding to August 7th, you recall the post. The CEO of Intel is highly conflicted and must resign immediately. President Trump stated on Truth Social. That was only on August 7th. We've made great progress, haven't we, Ed? We have because, as you are aware, the president and Lip Bhutan met at the White House within a few weeks and shortly after the United States acquired this stake in Intel, which is now worth significantly more due to the increase in Intel shares.
As was correctly noted, to be very honest, none of us on the briefing asked Lip Bhutan any questions regarding his current position with the president. However, Nvidia and Intel share the fact that they are also under pressure to do better in this nation. In response to your initial query, Jensen Huang stated, "I am now in the United Kingdom, right, with the cabinet and the president." And that he he also stated that the administration had no role in bringing about this agreement.
That's essentially the most recent reporting. However, Lipu just mentioned Intel's commitment to the United States as a place of activity in our recent talk. It benefits Intel. What benefits does Nvidia receive? It's an excellent query. These collaborations provide Nvidia with many benefits. They start by fostering goodwill with the US government.
The administration is committed to making Intel a major force in the global tech ecosystem and one of our greatest resources for sustaining state-of-the-art manufacturing in the United States. Second, to put it plainly, many Nvidia customers are eager to have x86 in their massive Nvidia clusters. Thus, Nvidia is merely responding to these customers very basic desire.
Finally, given Nvidia's extremely dominating position in the data center industry, it is always beneficial for them to demonstrate that they are not abusing their position of power. It is therefore a very very excellent idea to open Envy LK. Then, as Jensen stated yesterday, Nvidia's disadvantage is almost zero because they will either have to sell the ARM CPUs they bought from TSMC or the x86 CPUs they how much of this has to do with the real foundry and how much with the collaboration on chip and GPU development and I'm not really sure about this distinction.
Yes. Therefore, the answer is actually quite simple. The foundry industry is completely non-existent today. Even if these chips will be produced at TSMC or Intel is unknown to us. In practice, the question remains open-ended. Recall that TSMC values its relationship with Intel. Therefore, anything pertaining to Foundry would be considered the second act or part two of the newly appointed CEO's turnaround initiative.
Furthermore, there is nothing about it today. It ultimately comes down to the ability to integrate an x86 Intel CPU into the scaleup network, such as the extremely fast interconnection between chips that Nvidia has created.
Comments 0