Why gelsinger Is Trending Today?

Pat Gelsinger, former CEO of Intel, has expressed his view that the AI industry is currently in a bubble, but he expects it to continue for several years. He believes that AI's impact is so significant that it could potentially displace the current internet and service provider industries. Despite Intel's recent equity wins, Gelsinger warns that these victories do not guarantee future success. He has also criticized the rollout of the CHIPS Act, stating that the Trump administration's stake only matters if it leads to the construction and filling of fabrication plants. Gelsinger emphasizes that funding from the U.S. and NVIDIA will not make a difference unless Intel can fill its factories, a goal that remains unmet.