So here’s the thing about artificial intelligence: it’s evolving rapidly, sure, but let’s not kid ourselves-there’s a lot of hot air out there. Take OpenAI’s GPT-5 model, for instance. Everyone was expecting some kind of superintelligence that would write Shakespearean sonnets while curing cancer, but instead, we got… well, something less than stellar. And honestly? It’s infuriating. Like when someone tells you they’re bringing “the best guacamole” to a party, and then you taste it, and it’s just okay. You don’t say anything because you don’t want to be rude, but inside, you’re seething.
But amidst all this overpromising and underdelivering, two companies stand out as slightly less annoying options if you’ve got $1,000 burning a hole in your pocket: International Business Machines (IBM) and Intel. IBM is busy solving real-world problems with AI, while Intel is trying to figure out how not to completely botch its foundry business. Let’s dive into why these two might actually be worth considering-or at least less likely to make you want to throw your laptop out the window.
IBM: The Guy Who Actually Knows What He’s Doing
Right now, everyone’s fawning over Nvidia, the company supplying the GPUs that power the AI boom. Sure, they’re making bank, but here’s the problem: what happens when the novelty wears off? When businesses stop throwing money at shiny new tech and start asking, “Wait, does this actually work?” That’s where IBM comes in. They’re like the guy at the party who quietly fixes the broken stereo while everyone else is arguing about whether vinyl sounds better than streaming.
According to an MIT report, 95% of AI pilots fail. Ninety-five percent! Can you imagine walking into a meeting and telling your boss, “Yeah, so our plan has a 95% chance of failing, but hey, at least we tried!” Yet somehow, IBM manages to succeed where others flounder. Their generative AI business has already pulled in $7.5 billion, mostly through consulting services. Consulting! You know, the thing people usually hate paying for until they realize they can’t do it themselves?
Here’s the kicker: as companies shift from blindly chasing AI trends to actually caring about ROI, IBM is perfectly positioned to thrive. Why? Because they pair their software with consulting services, which is basically like hiring a personal trainer who also cooks your meals. Convenient, right? And in today’s uncertain economic climate, convenience sells.
Intel: The Eternal Underachiever
Now, let’s talk about Intel. If IBM is the competent older sibling, Intel is the one who shows up late to family dinner wearing mismatched socks. Their attempts to capitalize on the AI boom have been… well, embarrassing. Remember their Gaudi AI chips? Yeah, nobody bought them. And Falcon Shores? Cancelled faster than a bad sitcom. Even their new CEO, Lip-Bu Tan, admitted they might be too late to compete in the AI training market dominated by Nvidia. Oof.
But here’s the twist: Intel might still have a shot-if they can get their act together. See, big tech companies are starting to design their own custom AI chips, especially for inference tasks. Running these models costs a fortune, so cutting costs is crucial. Enter Intel’s foundry business. Their Intel 18A process is ready for manufacturing, but they haven’t landed any major external customers yet. Seriously, how hard is it to close a deal?
The good news? Intel 14A, expected by 2027, could change everything. If they can convince companies to use their process, Intel might finally tap into the booming AI chip market. Plus, with the U.S. government pushing for domestic semiconductor production, there’s added incentive for companies to choose Intel. One big customer win could send the stock soaring-and save us all from another decade of Intel’s bumbling antics.
In conclusion, investing in IBM and Intel isn’t just about betting on AI-it’s about betting on companies that might actually figure things out before it’s too late. Or at least, that’s what I’m telling myself as I ignore the nagging feeling that I should probably diversify my portfolio. 📈
Read More
- Gold Rate Forecast
- fuboTV Stock Soars: A Value Investor’s Diary
- Persona 5: The Phantom X – The best Revelation Cards for each character
- Invincible Renewed for Season 5 Before Season 4 Even Drops
- Jeremy Renner Returns in Mayor of Kingstown Season Four on Paramount+ October 26
- Should You Buy Tesla Stock Before July 23?
- Why Unity Software Stock Keeps Going Up
- QNT PREDICTION. QNT cryptocurrency
- AMD’s Rise: A Fleeting Mirage?
- XRP: A Lingering Question
2025-09-03 13:59