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Tom Ferris

·4 min read
Innovation

Innovating vs. Sticking to What You Know: An NVIDIA vs. Intel Case Study

Over the last five years, NVIDIA has transformed from a gaming GPU company to a leader in AI, thanks to strategic investments in innovation. Meanwhile, Intel, a historic leader in semiconductors, has faced significant challenges and recently announced cost-cutting measures as it attempts to regain its footing in an evolving landscape (https://www.reuters.com/technology/intel-ceo-pitch-board-plans-shed-assets-cut-costs-source-says-2024-09-01/). 

Let’s explore what went right for NVIDIA and where Intel has struggled, highlighting two contrasting approaches to business strategy and innovation.

NVIDIA’s Strategic Shift: Betting Big on AI

NVIDIA’s success in recent years can be attributed to a decisive shift towards AI computing, moving beyond its traditional GPU

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