Former CEO of Intel (2021–2024); architected the company's foundry strategy and lobbied successfully for the U.S. CHIPS Act. Frequent commentator on the geopolitics of AI compute.
Control flops via export controls, licensing, reporting
Argues that semiconductor supply chains are the load-bearing element of any AI-governance regime; pushed CHIPS Act funding and has called for democracies to control fabrication.
Where the oil reserves are has defined geopolitics for the last 50 years. Where the fabs are will define the next 50.
Other people whose strategy tags overlap with Pat Gelsinger's. Overlap is on tag identity, not stance; opposites can show up if they reference the same tags.