DriversRecommendedOutdated drivers can make a good PC feel brokenScan driver issues before chasing fixes manually.Scan NowOctober DealsAmazon USOctober deal check: compare before you payAmazon US: current deals, useful picks and tech finds.Check DealsPC HealthRecommendedCrashes, freezes, slowdowns? Check your PC nowSpot repairable issues before they interrupt work.Check PC×
Skip to content
The Finance Base
The Money Desk · Blog
Re:

Intel Products CEO’s 2024 Strategy Hints—and What Happened Next

MJ Holthaus’s December 2024 comments signaled a sharper execution plan—not a total reversal of Pat Gelsinger’s strategy. Intel later changed leadership and reorganized its product business under Lip-Bu Tan.
From TheFinanceBase Team7 min to read

What’s actually slowing this PC down?

Pick the symptom - the matching free tool is one click away.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

Michelle Johnston “MJ” Holthaus did not announce a clean-sheet replacement for Pat Gelsinger’s Intel strategy in December 2024. Her comments pointed to a sharper execution plan: reuse Intel intellectual property, make AI PCs useful through software, stop data-center share losses before pursuing a comeback, iterate on AI accelerators, and spend more selectively. Holthaus later left Intel, and CEO Lip-Bu Tan reorganized the product business in 2025, so her remarks are best read as an important snapshot of Intel’s transition rather than its current leadership plan.

Why Holthaus was outlining a new emphasis

Gelsinger’s retirement was announced in December 2024. Holthaus became CEO of Intel Products and interim co-CEO, overseeing the Client Computing Group, Data Center and AI Group, and Network and Edge Group. Intel’s announcement is available at Intel’s retirement announcement.

At the Barclays Annual Global Technology Conference, covered by EE Times on December 16, 2024, Holthaus described a renewed focus rather than a wholesale reversal. The shift was mainly about competitiveness, speed, simplification, and capital discipline while preserving Intel’s broad product-and-foundry direction.

The five strategic clues in Holthaus’s comments

1. Reuse Intel IP across more products

Holthaus identified an opportunity to apply Intel intellectual property across cloud, edge, client, and data-center products instead of funding largely separate solutions for every market.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
#1 Best Overall
Intel® Core™ Ultra 7 Processor 270K Plus 24 cores (8 P-cores + 16 E-cores) up to 5.5 GHz
  • Next‑Gen Platform Support: Compatible with Intel 800 Series Chipset‑based motherboards with LGA1851 Socket enabling PCIe 5.0/4.0 and high‑speed DDR5 memory (up to 7200 MT/s).
  • High‑Performance Core Configuration: Features up to 24 cores (8 P‑cores + 16 E‑cores) for demanding gaming and creator
  • Ultra‑Fast Boost Clocks: Reaches up to 5.5 GHz max turbo frequency for top‑tier responsiveness and performance
  • Built for Enthusiasts: Unlocked for performance tuning when paired with Intel Z‑series chipsets, making it ideal for overclockers and power users.
  • Robust Power & Thermal Design: Engineered with 125W base power and 250W max turbo power to sustain high‑intensity
  • Shared design blocks can reduce duplicated engineering.
  • Successful technology can reach more products and shorten development cycles.
  • Common software and platform elements may make products easier for customers to deploy.

That was a strategic principle, not an announcement that Intel had already built one unified platform. Reuse also carries a risk: a block optimized for one workload may be less effective in another, producing products that are cheaper to develop but insufficiently differentiated.

2. Make AI PCs useful, not merely AI-enabled

Holthaus expected AI-PC demand to strengthen in 2025 as businesses replaced older fleets and sought to future-proof systems. She also acknowledged that many buyers had not yet found compelling uses for local AI.

Her argument put software ahead of the specification sheet. Intel needed applications that used the neural-processing unit, clearer explanations of the benefit to buyers, and participation from operating-system vendors, OEMs, and developers. Performance, battery life, graphics, and power efficiency still mattered alongside the NPU.

Intel’s filings describe Core Ultra as its AI-PC platform and identify AI PCs as a possible future demand driver, but those statements are company estimates rather than established market results. The company’s broader strategy is described in its 2024 annual filing.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

3. Stabilize data-center share before trying to regain it

Holthaus set a deliberately modest near-term objective: stop losing data-center market share in 2025, then work toward recovery. That language recognized the scale of the challenge rather than promising an immediate comeback.

Rank #2
Sale
Intel® Core™ Ultra 9 Processor 285K 24 cores (8 P-cores + 16 E-cores) up to 5.7 GHz
  • Get ultra-efficient with Intel Core Ultra desktop processors that improve both performance and efficiency so your PC can run cooler, quieter, and quicker.
  • Core and Threads 24 cores (8 P-cores plus 16 E-cores) and 24 threads. Integrated Intel Graphics included
  • Performance Hybrid Architecture Integrates two core microarchitectures, prioritizing and distributing workloads to optimize performance
  • Performance Unlocked Up to 5.7 GHz unlocked. 40MB Cache
  • Compatibility Compatible with Intel 800 series chipset-based motherboards

Intel faced stronger recent server-CPU execution from AMD, custom processors and accelerators designed by cloud providers, and Nvidia’s position in AI infrastructure. Customers were increasingly buying systems tailored to particular workloads rather than relying only on general-purpose CPUs.

Intel’s x86 Ecosystem Advisory Group was intended to give major ecosystem participants, including cloud companies, more influence over future architectural features. The goal was to improve customer engagement and make the x86 roadmap more responsive, not to guarantee that Intel would regain share.

4. Use Gaudi and Falcon Shores as learning platforms

Holthaus rejected the idea of discarding Intel’s existing AI work and waiting several years for a completely new answer. She characterized Gaudi as an initial step that could teach Intel about AI software, platforms, and real deployments, while acknowledging that it was not an easy mass-market alternative to Nvidia’s established GPU platform.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

The implied cycle was:

  1. Deploy existing hardware and software investments where Intel can compete credibly.
  2. Learn from customer installations and identify practical workloads.
  3. Ship iterative improvements instead of waiting two or three years for a perfect replacement.
  4. Use those deployments to build software and ecosystem knowledge.

Falcon Shores was presented in the same cautious spirit. It was an important platform and ecosystem step, but not a guaranteed Nvidia challenger or proof of commercial success. Holthaus’s comments supplied direction, not launch pricing, performance targets, or customer contracts.

5. Concentrate AI spending on reachable opportunities

Holthaus emphasized AI inference—running trained models for users and applications—as a possible entry point. Inference can involve different performance, power, networking, and software requirements from frontier-model training.

Rank #3
Sale
Intel® Core™ i7-14700K New Gaming Desktop Processor 20 cores (8 P-cores + 12 E-cores) with Integrated Graphics - Unlocked
  • Game Without Compromise. Play harder and work smarter with Intel Core 14th Gen processors
  • 20 cores (8 P-cores plus 12 E-cores) and 28 threads. Integrated Intel UHD Graphics 770 included
  • Up to 5.6 GHz with Turbo Boost Max Technology 3.0 gives you smooth game play, high frame rates, and rapid responsiveness
  • Compatible with Intel 600-series (with potential BIOS update) or 700-series chipset-based motherboards
  • DDR4 and DDR5 platform support cuts your load times and gives you the space to run the most demanding games

That approach could let Intel combine its CPU, networking, accelerator, and platform capabilities in practical deployments rather than immediately contesting Nvidia across the largest training clusters. It was an opportunity she identified, not evidence that Intel had achieved leadership in inference.

How the competitive picture shaped the plan

Arm, Qualcomm, and Apple in PCs

Holthaus did not dismiss Arm-based PCs. She argued that competition could force Intel to improve and pointed to Lunar Lake as a major move toward better performance per watt, battery life, and performance. Those were Intel’s assessments, not independent benchmark conclusions.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

She also discussed software compatibility as a challenge for some Arm PCs and referred to high return rates in a competitive argument. That claim should not be generalized to all Arm PCs or treated as a market-wide measurement. Apple’s tightly integrated hardware-and-software ecosystem is also different from Windows PCs supplied by multiple chip and system vendors.

AMD and custom silicon in servers

AMD’s server execution and cloud providers’ custom CPUs increased the pressure on Intel to improve road-map reliability and customer collaboration. Stabilizing share therefore meant fixing execution and product fit before attempting an aggressive expansion.

Nvidia in AI acceleration

Nvidia’s advantage extended beyond a chip to software, tools, customers, and deployment experience. Intel’s iterative Gaudi and Falcon Shores approach acknowledged that competing on every dimension at once would require enormous investment with uncertain returns.

Rank #4
Intel® Core™ i7-14700KF New Gaming Desktop Processor 20 cores (8 P-cores + 12 E-cores) - Unlocked
  • Game Without Compromise. Play harder and work smarter with Intel Core 14th Gen processors
  • 20 cores (8 P-cores plus 12 E-cores) and 28 threads. Discrete graphics required
  • Up to 5.6 GHz with Turbo Boost Max Technology 3.0 gives you smooth game play, high frame rates, and rapid responsiveness
  • Compatible with Intel 600-series (with potential BIOS update) or 700-series chipset-based motherboards
  • DDR4 and DDR5 platform support cuts your load times and gives you the space to run the most demanding games

Why software and ecosystem participation mattered

An NPU does not create demand by itself. Buyers need applications that run locally, protect sensitive data, reduce latency, lower cloud costs, or improve battery life enough to justify a new system. Developers need usable tools and a large installed base, while OEMs need a clear product story.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

The same logic applied in data centers. The x86 Ecosystem Advisory Group was an attempt to involve customers in architectural decisions before products were finalized. That could improve relevance, but participation alone could not overcome late products, weak software, or unfavorable economics.

Where Intel Products and Intel Foundry fit

Intel Products focused on designing and developing chips; Intel Foundry covered process technology, manufacturing, packaging, and external foundry services. The businesses were being run with greater operational separation, but that did not mean a completed corporate spin-off.

Separation could improve accountability and make each business’s economics clearer. Coordination remained essential: Intel Products could benefit from early access to differentiated internal process technology, while Foundry needed a demanding internal customer and external manufacturing customers. If an internal process arrived late, cost too much, or lagged alternatives, product teams could be disadvantaged. Conversely, weakening the feedback loop could make process development less responsive to product needs.

Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Support on Ko-Fi

What Holthaus’s plan did not promise

  • It did not promise immediate AI leadership or a mass-market Gaudi alternative to Nvidia.
  • It did not guarantee that Intel would regain data-center share.
  • It did not establish Falcon Shores as a finished commercial breakthrough.
  • It did not prove that AI PCs would produce a major replacement cycle.
  • It did not settle whether Products and Foundry should become separate companies.

The comments were directional clues about priorities, not a complete product roadmap with dates, prices, performance guarantees, or contracts.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.
Best Value
Intel® Core™ i9-14900K Desktop Processor
  • Game without compromise. Play harder and work smarter with Intel Core 14th Gen processors
  • 24 cores (8 P-cores plus 16 E-cores) and 32 threads. Integrated Intel UHD Graphics 770 included
  • Leading max clock speed of up to 6.0 GHz gives you smoother game play, higher frame rates, and rapid responsiveness
  • Compatible with Intel 600-series (with potential BIOS update) or 700-series chipset-based motherboards
  • DDR4 and DDR5 platform support cuts your load times and gives you the space to run the most demanding games

What happened after the 2024 comments

Lip-Bu Tan became Intel’s CEO effective March 18, 2025, as documented in this SEC filing. Intel announced on September 8, 2025, that Holthaus would depart after more than three decades at the company; she stayed in a non-executive transition role through March 1, 2026. The leadership announcement is at Intel’s newsroom.

Tan reorganized major product and engineering groups to report more directly to him, emphasizing core products, engineering discipline, and foundry growth. That changed the organizational context in which Holthaus’s Product strategy would have been executed.

Intel subsequently unveiled Panther Lake, its first client product built on Intel 18A, and previewed Clearwater Forest, an 18A server processor expected for the first half of 2026. Intel’s announcement is at Panther Lake and Clearwater Forest. Intel later reported high-volume manufacturing of 18A products by the end of 2025 and continued to link product leadership with foundry capability in its filings.

Intel and Nvidia also announced a collaboration on custom data-center and PC products in September 2025, described in this joint announcement. That partnership illustrates how Intel’s path was broadening to include collaboration and custom silicon alongside its own CPU road map.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

The practical reading of Intel’s “new strategy”

Holthaus’s message was an attempt to make Intel more focused and iterative without abandoning its core assets. Reusing IP could stretch engineering resources; software could make AI PCs credible; ecosystem input could improve x86 products; and smaller AI deployments could provide learning before larger bets.

The later leadership change means those ideas should not be confused with a continuing Holthaus-led organization. Several priorities—product competitiveness, practical AI, ecosystem engagement, manufacturing recovery, and tighter capital allocation—remained relevant, but their execution moved into Tan’s restructured Intel.

Quick Recap

SaleBestseller No. 2
Intel® Core™ Ultra 9 Processor 285K 24 cores (8 P-cores + 16 E-cores) up to 5.7 GHz
Intel® Core™ Ultra 9 Processor 285K 24 cores (8 P-cores + 16 E-cores) up to 5.7 GHz
Performance Unlocked Up to 5.7 GHz unlocked. 40MB Cache; Compatibility Compatible with Intel 800 series chipset-based motherboards
$519.99
SaleBestseller No. 3
Intel® Core™ i7-14700K New Gaming Desktop Processor 20 cores (8 P-cores + 12 E-cores) with Integrated Graphics - Unlocked
Intel® Core™ i7-14700K New Gaming Desktop Processor 20 cores (8 P-cores + 12 E-cores) with Integrated Graphics - Unlocked
Game Without Compromise. Play harder and work smarter with Intel Core 14th Gen processors
$337.66
Bestseller No. 4
Intel® Core™ i7-14700KF New Gaming Desktop Processor 20 cores (8 P-cores + 12 E-cores) - Unlocked
Intel® Core™ i7-14700KF New Gaming Desktop Processor 20 cores (8 P-cores + 12 E-cores) - Unlocked
Game Without Compromise. Play harder and work smarter with Intel Core 14th Gen processors; 20 cores (8 P-cores plus 12 E-cores) and 28 threads. Discrete graphics required
$354.99
Bestseller No. 5
Intel® Core™ i9-14900K Desktop Processor
Intel® Core™ i9-14900K Desktop Processor
Game without compromise. Play harder and work smarter with Intel Core 14th Gen processors
$459.00

Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.

Leave a Reply

Your email address will not be published. Required fields are marked *

Free tools Windows power users keep installed

One-click scans. No signup required.

Special offer. See more information about Outbyte and uninstall instructions. Please review EULA and Privacy policy.

More post from the Money Desk

  1. The Money DeskBlogTheFinanceBase07 MAR 2625 minWhat Is a 457 Plan?
  2. The Money DeskBlogTheFinanceBase07 MAR 2621 minTime Value of Money: What It Is and How It Works
  3. The Money DeskBlogTheFinanceBase07 MAR 2627 minAre You Living in One of These Top 10 Most Expensive Cities to Retire?
Recommended PC Tool
Recommended PC Tool
Windows Errors? Fix Them Before They SpreadFree repair scan
Crashes, No Sound, or Screen Glitches?Free driver scan

Two free Windows tools

One Free Minute Could Fix That PC

Before you go - each of these free tools takes about a minute and tackles what quietly slows a Windows PC down.

Special offer. View Outbyte info, uninstall instructions, EULA, and Privacy Policy.