The growing debate over the likely future of Intel, which has been going through some tough times and lost its CEO in early December, has prompted many concerned industry figures to weigh in. Jim Keller believes that Intel could very well be worth $1 trillion.
Image source: LinkedIn
Let us recall that Jim Keller is an outstanding developer of processor architectures, who managed to work not only at Intel itself, but also at Apple, AMD and Tesla. He is familiar with the potential of Intel specialists firsthand, and he still values it highly, although he currently heads the startup Tenstorrent and is no longer connected with the activities of the first of the companies. From the pages of the social network X, Keller said the following: “Value is formed by pursuing a great goal with the participation of a team that loves to work towards achieving this goal. Intel created the fastest processors with the best technology. Trying to transfer the company into the hands of others is a quick sale, and not a way to reveal its potential for shareholders.”
Later, Keller added that he values Intel at $1 trillion, and it would be irresponsible to throw away such a sum. According to the legendary developer, a reasonable alternative to dividing Intel and selling the business in parts would be its purchase by a consortium of American investors with the aim of subsequent revival. The current board of directors will have to be replaced, according to some of Keller’s subscribers. People, according to him, are capable of creating miracles when they have a great goal and a team they believe in.
As it became clear recently, the obstacles to selling to Intel were added by the conditions of the cross-licensing agreement with AMD, which may prohibit the transfer of its developments to a third company if it absorbs Intel. As has been noted more than once, there are almost no economic incentives for TSMC to help Intel, and such an alliance will only be possible due to the political will of the US authorities, who have enormous influence on Taiwan.