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Companies

Intel

Mentioned in 109 analyzed podcast episodes across 10 shows

A major American semiconductor manufacturer known for processors including Core Ultra Series 3 chips with hardware crypto acceleration and components like the Management Engine firmware. The company is frequently discussed across tech podcasts in relation to its capital-intensive fab manufacturing operations, competitive pressures from AI chip demand, government support through CHIPS Act funding (which involved a 10% equity stake negotiated by the Commerce Department), and its role as a potential alternative to TSMC for reducing supply chain concentration. Intel is also referenced for its leadership history, major employment presence in Arizona, and ongoing efforts to maintain competitiveness in the evolving AI and consumer technology markets.

Episode Mentions

Moonshots with Peter Diamandis

Moonshots with Peter Diamandis · Apr 11, 2026

SpaceX Goes Public, Claude’s Mythos Release, and the US Data Center Delay | EP #246

Partnering with Mobileye on TerraFab ($25B pilot) to produce one terawatt per year of AI compute

SpaceX IPO and Starlink profitability modelAnthropic Mythos model capabilities and safety withholdingOpenAI competitive pressure and Spud release timing
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Odd Lots

Odd Lots · Apr 11, 2026

The Big Macro Force That's Been Driving Stocks Higher for Years

Referenced as a major tech winner from the 1980s IT revolution that benefited from early adoption

Stock Market Valuation MetricsFree Cash Flow AnalysisLabor Share of Income Decline
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CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 10, 2026

Stocks Wrap Winning Week As Investors Eye Ceasefire… And A New AI Cyber Threat 4/10/26

Semiconductor cyclicality discussion; part of broader chip sector analysis

Iran-US Ceasefire Negotiations and Geopolitical RiskOil Price Dynamics and Energy InflationCybersecurity Threats from AI Models
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Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast · Apr 10, 2026

Intel, Starbucks, Disney, & Nike: The Good, the Bad, & the Ugly 4-9-26

Up 64% year-to-date, experiencing major comeback and strong directional momentum in semiconductor market

Stock Performance AnalysisCEO Leadership ImpactRetail Store Footprint Strategy
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 9, 2026

Mad Money w/ Jim Cramer 4/9/26

Semiconductor company benefiting from hardware/AI market shift; mentioned as returning to favor after period of underperformance

Software vs Hardware Market LeadershipEnterprise AI Infrastructure InvestmentDirect-to-Consumer Retail Strategy
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Macworld Podcast

Macworld Podcast · Apr 8, 2026

Episode 978: Requiem for the Mac Pro

Discussed in context of Mac Pro's Intel Xeon processors and Apple's transition to Apple Silicon

Mac Pro discontinuation and product line strategyApple's professional vs. consumer product positioningMac Studio as Mac Pro replacement analysis
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Elon Musk Podcast

Elon Musk Podcast · Apr 8, 2026

Musk and Intel build orbital AI

Manufacturing partner bringing 18a process node with ribbon FET technology to TerraFab facility; validates foundry business

Semiconductor Manufacturing IntegrationSpace-Based Data CentersIntel 18a Process Node Technology
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TBPN

TBPN · Apr 8, 2026

Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN

Joining Terafab partnership with SpaceX, XAI, and Tesla to manufacture custom AI chips domestically in Austin, Texas

Meta Token Spending and Anthropic PartnershipAI Model Distillation and IP ProtectionFrontier Model Training Costs and Economics
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Marketplace All-in-One

Marketplace All-in-One · Apr 7, 2026

The crackdown on prediction market insider trading

Partnering with SpaceX, XAI, and Tesla to design specialized chips for autonomous vehicle and robotics applications

Petrodollar System and De-DollarizationConsumer Inflation ExpectationsInsider Trading in Prediction Markets
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Marketplace

Marketplace · Apr 7, 2026

The crackdown on prediction market insider trading

Semiconductor company designing chips with SpaceX, xAI, and Tesla for autonomous vehicle and robotics applications

Inflation Expectations and Consumer BehaviorPetrodollar System and Currency AlternativesPrediction Market Regulation and Insider Trading
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TBPN

TBPN · Apr 7, 2026

Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong | Riley Walz, Aditya Bandi, Zach Shore, Hongwei Liu, Zak Kukoff, Thomas Laffont

Joining Tarifab project with SpaceX/XAI/Tesla to manufacture custom chips; government equity stake of 8.4%

Meta's Token Leaderboard and AI Spending IncentivesData Center Political Opposition and Rate Payer ProtectionHypersonic Aircraft Development and Iterative Hardware
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Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast · Apr 7, 2026

Intel vs Private Equity 4-7-26

Buying back $14.2 billion stake from Apollo; up 36% YTD with successful CEO-led turnaround

Intel CEO Replacement and Leadership ChangePrivate Equity Performance in 2026Strategic Asset Buybacks
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Big Technology Podcast

Big Technology Podcast · Apr 4, 2026

OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure

Threatened by Iran; legacy tech company

OpenAI Media Strategy and TBPN AcquisitionAI Narrative and Public Perception ManagementSpaceX IPO Valuation and Capital Markets Impact
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Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast · Apr 3, 2026

12 Stories Shaping the Markets Today 4-3-26

Up 30% year to date, jumped 9% after announcing stake buyback in Irish chip plant

Market volatility and geopolitical impactHealthcare jobs and middle-class prosperityTech sector divergence
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CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 2, 2026

Stocks Wrap Up A Volatile Week… And Playing Defense Amid The Market Swings 4/2/26

Fab building investment benefits from semi-cap equipment demand amid supply chain disruption concerns

Iran-US Geopolitical Conflict and Strait of Hormuz Closure RiskOil Price Surge and Energy Market BifurcationSoftware Sector Weakness and AI-Driven Knowledge Worker Displacement
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 1, 2026

Mad Money w/ Jim Cramer 4/1/26

Semiconductor company rallying on news of buying back Irish facility from private equity, signaling balance sheet strength

AI Data Center Infrastructure InvestmentAI Displacement Risk in Enterprise SoftwareMemory and Storage Semiconductor Supply Constraints
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Accidental Tech Podcast

Accidental Tech Podcast · Apr 1, 2026

685: The Ability to Be Hotter

Historical comparison point for Mac Pro performance; Xeon processors used in 2008-2019 Mac Pro models

MacBook Neo design, pricing, and market positioningApple Silicon architecture limitations and scaling challengesMac Pro discontinuation and lack of high-end Mac successor
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Marketplace Morning Report

Marketplace Morning Report · Apr 1, 2026

The wider consequences of war

Named by Iran as target for regional military attacks due to alleged war support

Middle East geopolitical conflict economic impactOil and energy price volatilityAirline fuel surcharges and pricing strategy
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Marketplace All-in-One

Marketplace All-in-One · Apr 1, 2026

The wider consequences of war

Named by Iran as target for military attacks due to alleged support for U.S. war efforts in the Gulf region

Middle East geopolitical conflict and business impactFuel price inflation and airline pricing strategyInternational airfare and fuel surcharge trends
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PBS News Hour - Full Show

PBS News Hour - Full Show · Mar 31, 2026

March 31, 2026 - PBS News Hour full episode

Iran's Revolutionary Guard threatened to target Intel facilities in the region as part of retaliation.

Iran-U.S. Military Conflict and Strait of Hormuz BlockadeCrude Oil Prices and Gasoline Market VolatilityPrediction Markets and Insider Trading Regulation
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CNBC's "Fast Money"

CNBC's "Fast Money" · Mar 31, 2026

Stocks Rally On Optimism For End Of Iran War… And Apple’s Mag-7 Outperformance 3/31/26

Received $1 billion investment from NVIDIA; mentioned in context of vertical integration and ecosystem building

Iran War Ceasefire Negotiations and Geopolitical RiskOil Price Dynamics and Energy IndependenceNike Earnings Miss and Athletic Wear Sector Weakness
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Bannon`s War Room

Bannon`s War Room · Mar 31, 2026

Episode 5261: The Mutiny In NATO

Listed among U.S. tech companies threatened by Iranian Revolutionary Guard

NATO burden-sharing and defense spending commitmentsU.S. military basing rights in Europe and Middle EastStrait of Hormuz security and global energy supply
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TBPN

TBPN · Mar 30, 2026

FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race

Potential alternative fab capacity for lower-end chips, CPU supply contracts discussion

AI Inference DemandNvidia Stock PerformanceGroq Acquisition Strategy
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The a16z Show

The a16z Show · Mar 30, 2026

Marc Andreessen on Evaluating Founders and AI's Consumer Surplus

Legendary investment by Arthur Rock demonstrating focus on founders over business plans

Venture capital investment philosophyFounder evaluation criteriaAI democratization and consumer surplus
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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Mar 30, 2026

20VC: Marc Andreessen on The Future of Venture Capital: Will a16z Go Public | Why Labour Displacement with AI is Wrong | Why Introspection is Dangerous | Why "Diamonds in the Rough" is BS in VC | Why a16z Invested $300M into Adam Neumann

Early venture success story invested in by Arthur Rock

Venture Capital Investment PhilosophyAI Labor Market ImpactFounder Evaluation Criteria
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TBPN

TBPN · Mar 27, 2026

Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN

Struggling with CPU production capacity and facing competition from ARM-based alternatives

ARM chip manufacturing strategyAI data center moratorium legislationSocial media addiction liability
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Better Offline

Better Offline · Mar 25, 2026

NVIDIAdrome with Steve Burke of GamersNexus

Discussed as example of company decline from engineering-focused to accounting-focused leadership

DLSS 3 Generative AI Features and Gaming Community BacklashNVIDIA GPU Smuggling and Export Control ViolationsData Center Construction Bubble and Speculative Infrastructure
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TBPN

TBPN · Mar 23, 2026

SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN

Discussed in context of CHIPS Act and potential for Elon to enter semiconductor manufacturing

Lunar mass driver technologySpace data centersOpenAI private equity funding
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Mar 19, 2026

Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

Used as comparison point for Nvidia's data center revenue growth trajectory

Agentic AI SystemsDisaggregated Inference ComputingPhysical AI and Robotics
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Embracing Digital Transformation

Embracing Digital Transformation · Mar 19, 2026

#335 Increasing your AI Fluency steps to AI Augmentation

AI PC chips (Core Ultra 5, 7, 9) enabling local AI processing mentioned as hardware enabler for on-device models

AI Strategy Development and ImplementationAI Literacy and Prompt EngineeringChange Management for AI Adoption
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TBPN

TBPN · Mar 18, 2026

Nvidia Restarts China Sales, Vibe Coding Backlash, Peptide Craze | Diet TBPN

Mentioned as important domestic chip manufacturing alternative alongside TSMC Arizona and Samsung

Nvidia China chip sales restartTSMC Taiwan geopolitical riskApple vibe coding app restrictions
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Embracing Digital Transformation

Embracing Digital Transformation · Mar 17, 2026

#334 The Dirty Secret of Public DNI: Your Data is in High Demand

Mentioned as host's former employer and context for early computing/workstation experience

Private Generative AI DeploymentEnterprise Data Privacy and SecurityAI Model Performance Parity
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The a16z Show

The a16z Show · Mar 15, 2026

Marc Andreessen on the Mindset of Great Founders — with David Senra

Founded by former HP employees, continued founder-led tradition in semiconductor industry

Founder vs professional manager leadership modelsVenture capital industry evolution and scalingEarly internet commercialization and Netscape founding
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Money Rehab with Nicole Lapin

Money Rehab with Nicole Lapin · Mar 11, 2026

Trading Options 101 with NFL Linebacker Turned Wall Street MVP Pete Najarian

Mentioned as comparison to lesser-known Micron in early trading days

Options trading fundamentalsUnusual options activity analysisPrecious metals investing
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The a16z Show

The a16z Show · Mar 5, 2026

Ben Thompson: Anthropic, the Pentagon, and the Limits of Private Power

Historical example of private company choosing consumer over government-only chip design

AI Safety and AlignmentGovernment AI RegulationMilitary AI Applications
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TBPN

TBPN · Mar 2, 2026

FULL INTERVIEW: Ben Thompson on Why Anthropic is Wrong

Historical example of semiconductor company choosing consumer over government-only markets

AI Safety and AlignmentGovernment AI ContractsDigital Surveillance Laws
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Galaxy Brain

Galaxy Brain · Feb 27, 2026

What Do the People Building AI Believe?

Trump administration's 10% stake acquisition cited as example of non-free-market policy alienating tech leaders

AI Safety and Existential RiskArtificial General Intelligence (AGI) Timelines and DefinitionsSilicon Valley Political Alignment and Tech Right
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Lenny's Podcast: Product | Career | Growth

Lenny's Podcast: Product | Career | Growth · Feb 26, 2026

AI is critical for humanity’s survival: Cisco president on the AI revolution | Jeetu Patel

Chip manufacturer mentioned for their 'Intel Inside' marketing strategy

AI infrastructure and networkingDemographic shifts and birth rate declineEnterprise AI transformation
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Cheeky Pint

Cheeky Pint · Feb 26, 2026

Reiner Pope of MatX on accelerating AI with transformer-optimized chips

Mentioned as alternative foundry option; not competitive at leading edge nodes for AI chips

Transformer-optimized chip architectureHBM vs SRAM memory trade-offs in AI inferenceSystolic array design and optimization
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Daily Tech News Show

Daily Tech News Show · Feb 23, 2026

Does the Head of Xbox Need to Be a Gamer? - DTNS 5211

Partnering with NVIDIA to design CPU components for gaming laptops

Xbox Leadership TransitionGaming Industry ManagementSolid-State Battery Technology
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Otherworld

Otherworld · Feb 23, 2026

Episode 157: Every Piece in Place

Mentioned as major employer in Chandler, Arizona, contributing to the area's designation as 'Silicon Valley of Arizona'

Alien Encounter NarrativesGray Alien DescriptionsUFO Summoning Practices
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Embracing Digital Transformation

Embracing Digital Transformation · Feb 19, 2026

#327 AI Workflow Automation Augmenting Marketing Teams

Host Dr. Darren works at Intel; example of large company with extensive white paper content repositories

AI Workflow Automation in MarketingContent Atomization and RepurposingPersonalization at Scale
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Embracing Digital Transformation

Embracing Digital Transformation · Feb 17, 2026

#326 The Rise of the Fractional Workforce

Referenced as example of large corporation where fractional work cannot replace full-time roles due to capital-intensive operations like fab manufacturing

Fractional workforce and contract labor modelsPortfolio careers and multiple income streamsGig economy and freelance platforms
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Brad & Will Made a Tech Pod.

Brad & Will Made a Tech Pod. · Feb 15, 2026

326: Quantumly Entangled Keyboard Switches

Manufactures ME (Management Engine) firmware requiring Windows-based updates on some systems

Hall Effect sensor technology in keyboards and miceTMR (Tunnel Magneto-Resistance) sensors vs Hall Effect comparisonMagnetic switch actuation point calibration and software configuration
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Proven Podcast

Proven Podcast · Feb 11, 2026

Google DeepMind Insider: You wont Survive the AI-First Economy, unless... - Steve Brown

Steve Brown's previous employer where he spent 30 years in high tech during their market leadership era

AI-first business transformationAgentic AI and digital employeesFuture of work and job displacement
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Victor Davis Hanson: In His Own Words

Victor Davis Hanson: In His Own Words · Feb 10, 2026

Big Tech Wanted ‘Clean Energy.’ Ohio Gave Natural Gas | Rep. Troy Balderon

Building semiconductor manufacturing facility in Ohio's 12th congressional district requiring significant baseload power capacity

Marcellus and Utica Shale natural gas extraction and reservesEnergy infrastructure permitting and interconnection queue delaysBaseload power generation requirements for AI data centers
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The MeidasTouch Podcast

The MeidasTouch Podcast · Feb 9, 2026

Trump Top Aide makes Fatal Prediction on Midterm Wipeout!!

Mentioned as major corporation receiving US government ownership interest in semiconductors sector

2024 Midterm Election Predictions and PollingElection Security and Voter Intimidation ConcernsTrump Administration Agricultural Policy Impact
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Economist Podcasts

Economist Podcasts · Feb 9, 2026

Snap judgement: Japan PM’s electoral landslide

Technology company whose Core Ultra processors are featured in Dell's advertised PC products.

Japanese electoral politicsAcademic freedom restrictionsUniversity curriculum censorship
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Miracle Mentality with Tim Storey (Motivation, Self Help, and Mental Health)

Miracle Mentality with Tim Storey (Motivation, Self Help, and Mental Health) · Feb 9, 2026

Ilana Golan: How to Build a Career and Life You Love in 2026 | Success | E26

Ilana's first tech company role after transitioning from military; launched her engineering and technology career

Career reinvention and pivoting strategiesPersonal branding and thought leadership developmentPortfolio careers and multiple income streams
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Brad & Will Made a Tech Pod.

Brad & Will Made a Tech Pod. · Feb 8, 2026

325: renderDEEZ128

CPU manufacturer; Alder Lake i5-12600K and N5105 Jasper Lake processors discussed

TrueNAS vs bare Linux NAS comparisonZFS file system configuration and managementPodman containerization and rootless container execution
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