At GTC 2025, former Intel CEO Pat Gelsinger reiterated his oft-repeated claim that Nvidia CEO Jensen Huang 'got lucky' with the AI revolution but explained his rationale more in-depth.
As GPUs have taken center stage in AI innovation, Nvidia is now one of the world's most valuable companies, while Intel is struggling. But it was not always this way. Fifteen to twenty years ago, Intel CPUs were the dominant force in computing as they handled all major workloads. During this time, Intel missed its AI and HPC opportunities with Larrabee, a project that attempted to build a GPU using the x86 CPU ISA. In contrast, Nvidia bet on purebred GPUs, said Pat Gelsinger, former CTO and CEO of Intel, while speaking at Nvidia's GTC 2025.
