Intel’s CEO just admitted it’s too late for them in the high-end AI chip race, shifting focus to edge AI instead. Meanwhile, NVIDIA has quietly reopened its $10B China market despite U.S. export controls.
Chris Saad and Yaniv Bernstein dive into Intel’s surprising honesty, why admitting defeat might actually be the smartest move for survival, and debate whether NVIDIA’s China strategy is good business or a risky geopolitical play.
In this clip:
* Why Intel’s public retreat could be a brilliant long-term strategy
* How NVIDIA sidestepped U.S. export restrictions to win back China
* What “focusing on one plant” can teach startup founders about resource allocation
* Why trying to compete everywhere can kill even giant companies
Clip from Reacts episode 'AI Chaos: Meta & Google Poach Talent from Apple & OpenAI + Elon's Grok-4 Havoc, Intel Admits Defeat': https://youtu.be/jJwEhSyvnWg
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