Intel ($INTC) is a true Silicon Valley colossus — the company that helped invent the modern microprocessor and built an era-defining brand. In this episode, we unpack its rise from PC and server dominance to recent stumbles: costly manufacturing delays, strategic missteps, and lost market share. We dig into its IDM model and bold "IDM 2.0" pivot — a massive push to rebuild fabs, launch a foundry business, and chase AI workloads with new data-center chips and GPUs — and the promise of AI PCs. But the stakes are enormous: huge capital costs, years-long execution risk, brutal competition from AMD, Nvidia, TSMC and others, plus geopolitical supply-chain headwinds. Is Intel mounting a genuine comeback with lasting clout, or pouring resources into a high-risk bet that may never catch up?

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