<p>两个月前，<strong>英特尔</strong>（INTC -2.20%）做出了一个令人惊讶的决定。它将首席执行官帕特·基尔辛格（Pat Gelsinger）赶出了公司。董事会在没有找到替代者的情况下，任命了两位临时联合首席执行官，分别是首席财务官大卫·辛兹纳（David Zinsner）和英特尔产品首席执行官米歇尔·约翰斯顿（Michelle Johnston，MJ）·霍尔瑟斯。</p>
<p>在某种程度上，这一举动是有道理的。在基尔辛格的领导下，英特尔的股票表现不佳，因为公司努力克服过去的失误，争取在人工智能领域取得进展，并使其代工业务实现盈利。然而，从另一个角度来看，时机却显得有些奇怪。基尔辛格正处于英特尔代工业务的大规模重组之中，正在向外部客户开放，并向投资者提供了到本十年末将产生巨额利润的预测。</p>
<p>据报道，这家芯片巨头正在努力寻找一位永久首席执行官来替代基尔辛格，这并不令人惊讶。在许多方面，下一位候选人似乎注定要失败。现在，随着其数据中心和人工智能部门的负责人跳槽到 <strong>诺基亚</strong>，英特尔的领导空缺变得更加严重。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDcxODcvZXhlY3V0aXZlLWluLWEtYm9hcmQtcm9vbS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDcxODcvZXhlY3V0aXZlLWluLWEtYm9hcmQtcm9vbS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>你好，诺基亚，再见，英特尔</h2>
<p>诺基亚周一表示，英特尔数据中心和人工智能部门的负责人贾斯廷·霍塔德（Justin Hotard）将于 4 月 1 日接替即将离任的首席执行官佩卡·伦德马克（Pekka Lundmark）。</p>
<p>这一举动发生在英特尔从 <strong>惠普企业</strong>（Hewlett Packard Enterprise）招募霍塔德来负责这一关键增长部门一年多之后。尽管霍塔德在诺基亚的新闻稿中表示：“我很荣幸有机会领导诺基亚，这是一家在连接领域的全球领导者，拥有独特的技术遗产。” 但英特尔尚未就霍塔德的离职发布声明。</p>
<h2>霍塔德的离职重要吗？</h2>
<p>英特尔已经为霍塔德任命了一位临时替代者，卡琳·艾布希茨·塞加尔（Karin Eibschitz Segal）将负责数据中心和人工智能部门。塞加尔之前曾负责英特尔在以色列的业务。</p>
<p>高管因各种原因更换工作，霍塔德可能只是抓住了成为一家知名科技公司首席执行官的机会，但他的离职使公司的增长战略更加混乱。</p>
<p>也有可能霍塔德对英特尔的整体转型感到沮丧。该公司在 8 月份宣布了大规模裁员。同月，半导体行业的老将林布·谭（Lip-Bu Tan）在对公司臃肿的员工队伍和风险规避文化表示不满后离开了董事会。</p>
<p>在基尔辛格离职后，霍塔德可能也觉得公司正朝着错误的方向发展。</p>
<p>英特尔最新的季度数据显示，即使是其数据中心和人工智能部门——仅次于客户端计算的最大部门——也在挣扎，尽管 <strong>英伟达</strong>、<strong>AMD</strong> 和 <strong>美光</strong> 在最近的季度中在数据中心取得了惊人的增长。与此同时，英特尔的数据中心和人工智能收入在第四季度下降了 3%，降至 34 亿美元，而整体收入下降了 7%，降至 143 亿美元。</p>
<p>值得注意的是，投资者似乎对这一消息并不在意，因为英特尔的股票在周一上涨。但这可能是由于其子公司 <strong>Mobileye</strong> 与 <strong>Lyft</strong> 合作计划在 2026 年推出机器人出租车的消息。</p>
<h2>关于首席执行官职位空缺的情况</h2>
<p>在最近的财报电话会议上，英特尔表示，董事会仍然 “高度关注” 寻找一位永久首席执行官，并且搜索工作正在进行中。</p>
<p>然而，媒体报道表明，该公司距离任命新首席执行官仍然很远。这对这家陷入困境的芯片制造商来说是一个重大决定，而它在首先将基尔辛格赶走时就已经陷入了困境，而不是在幕后寻找他的替代者。随着霍塔德的离职，英特尔似乎在公司迫切需要填补领导职位的时刻又向后退了一步。</p>
<p>在整个行业都因人工智能的兴起而获得顺风的时刻，公司收入下降 7% 显示出英特尔的困境有多么严重。</p>
<p>公司在没有永久首席执行官的情况下越久，成功实现转型的可能性就越小。失去其人工智能负责人只会雪上加霜。</p>

英特尔

<p>英特尔在首席执行官帕特·基尔辛格（Pat Gelsinger）离职后面临领导危机，现在数据中心和人工智能部门负责人贾斯廷·霍塔德（Justin Hotard）也将离职，前往诺基亚。这一切发生在英特尔一系列挣扎之后，包括收入下降和艰难的转型策略。公司尚未找到永久首席执行官，这引发了对其未来方向的担忧。尽管动荡不安，英特尔的股票上涨，可能是由于其子公司 Mobileye 的积极消息。持续的领导空缺可能会阻碍英特尔在竞争激烈的市场中的复苏努力</p>

<p>More than two months ago, <strong>Intel</strong>(INTC -2.20%) made a surprising move. It pushed CEO Pat Gelsinger out the door. The board of directors did so without lining up a replacement and named two interim co-CEOs in his place, CFO David Zinsner and CEO of Intel Products Michelle Johnston (MJ) Holthaus.</p>
<div class="lb-trans"><p>两个月前，<strong>英特尔</strong>（INTC -2.20%）做出了一个令人惊讶的决定。它将首席执行官帕特·基尔辛格（Pat Gelsinger）赶出了公司。董事会在没有找到替代者的情况下，任命了两位临时联合首席执行官，分别是首席财务官大卫·辛兹纳（David Zinsner）和英特尔产品首席执行官米歇尔·约翰斯顿（Michelle Johnston，MJ）·霍尔瑟斯。</p>
</div><p>In some ways, the move made sense. The stock had floundered under Gelsinger as Intel struggled to overcome past missteps, gain ground in AI, and turn its foundry business profitable. However, in other ways, the timing was odd. Gelsinger was in the middle of a massive restructuring of Intel's foundry business, opening it up to outside customers and giving investors a forecast that called for it to generate massive profits by the end of the decade.</p>
<div class="lb-trans"><p>在某种程度上，这一举动是有道理的。在基尔辛格的领导下，英特尔的股票表现不佳，因为公司努力克服过去的失误，争取在人工智能领域取得进展，并使其代工业务实现盈利。然而，从另一个角度来看，时机却显得有些奇怪。基尔辛格正处于英特尔代工业务的大规模重组之中，正在向外部客户开放，并向投资者提供了到本十年末将产生巨额利润的预测。</p>
</div><p>According to reports, the chip titan is struggling to find a permanent CEO to replace Gelsinger, and that shouldn't come as a surprise. In a number of ways, the next candidate looks set up for failure. Now, Intel's leadership hole is getting even deeper as its chief of the data center and AI segment is jumping ship for <strong>Nokia</strong>.</p>
<div class="lb-trans"><p>据报道，这家芯片巨头正在努力寻找一位永久首席执行官来替代基尔辛格，这并不令人惊讶。在许多方面，下一位候选人似乎注定要失败。现在，随着其数据中心和人工智能部门的负责人跳槽到 <strong>诺基亚</strong>，英特尔的领导空缺变得更加严重。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDcxODcvZXhlY3V0aXZlLWluLWEtYm9hcmQtcm9vbS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F807187%2Fexecutive-in-a-board-room.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Hello Nokia, goodbye Intel</h2>
<div class="lb-trans"><h2>你好，诺基亚，再见，英特尔</h2>
</div><p>Nokia said on Monday that Justin Hotard, the leader of Intel's data center and AI segment, will replace outgoing CEO Pekka Lundmark on April 1.</p>
<div class="lb-trans"><p>诺基亚周一表示，英特尔数据中心和人工智能部门的负责人贾斯廷·霍塔德（Justin Hotard）将于 4 月 1 日接替即将离任的首席执行官佩卡·伦德马克（Pekka Lundmark）。</p>
</div><p>The move comes a little more than a year after Intel recruited Hotard from <strong>Hewlett Packard Enterprise</strong> to run the key growth division. Intel has not released a statement on Hotard's departure, though he said in Nokia's press release: &#34;I am honored by the opportunity to lead Nokia, a global leader in connectivity with a unique heritage in technology.&#34;</p>
<div class="lb-trans"><p>这一举动发生在英特尔从 <strong>惠普企业</strong>（Hewlett Packard Enterprise）招募霍塔德来负责这一关键增长部门一年多之后。尽管霍塔德在诺基亚的新闻稿中表示：“我很荣幸有机会领导诺基亚，这是一家在连接领域的全球领导者，拥有独特的技术遗产。” 但英特尔尚未就霍塔德的离职发布声明。</p>
</div><h2>Is Hotard's departure significant?</h2>
<div class="lb-trans"><h2>霍塔德的离职重要吗？</h2>
</div><p>Intel has already named an interim replacement for Hotard, tapping Karin Eibschitz Segal to head the data center and AI unit. Segal has previously run Intel's operations in Israel.</p>
<div class="lb-trans"><p>英特尔已经为霍塔德任命了一位临时替代者，卡琳·艾布希茨·塞加尔（Karin Eibschitz Segal）将负责数据中心和人工智能部门。塞加尔之前曾负责英特尔在以色列的业务。</p>
</div><p>Executives change jobs for all types of reasons, and Hotard may have simply jumped at the opportunity to be CEO of a well-known tech company, but the departure throws the company's growth strategy into further disarray.</p>
<div class="lb-trans"><p>高管因各种原因更换工作，霍塔德可能只是抓住了成为一家知名科技公司首席执行官的机会，但他的离职使公司的增长战略更加混乱。</p>
</div><p>It's also possible that Hotard could have been frustrated with the broader turnaround at Intel. The company announced massive layoffs in August. That month, Lip-Bu Tan, a veteran of the semiconductor industry, left the board after expressing frustration with the company's bloated workforce and risk-averse culture.</p>
<div class="lb-trans"><p>也有可能霍塔德对英特尔的整体转型感到沮丧。该公司在 8 月份宣布了大规模裁员。同月，半导体行业的老将林布·谭（Lip-Bu Tan）在对公司臃肿的员工队伍和风险规避文化表示不满后离开了董事会。</p>
</div><p>Following Gelsinger's exit, Hotard could have also felt that the company was headed in the wrong direction.</p>
<div class="lb-trans"><p>在基尔辛格离职后，霍塔德可能也觉得公司正朝着错误的方向发展。</p>
</div><p>Intel's latest quarter showed that even its data center and AI segment -- its biggest segment after client computing -- continues to struggle, even as peers like <strong>Nvidia</strong>, <strong>AMD</strong>, and <strong>Micron</strong> have posted scorching growth in the data center in their recent quarters. Intel, meanwhile, saw data center and AI revenue decline 3% to $3.4 billion in the fourth quarter as overall revenue was down 7% to $14.3 billion.</p>
<div class="lb-trans"><p>英特尔最新的季度数据显示，即使是其数据中心和人工智能部门——仅次于客户端计算的最大部门——也在挣扎，尽管 <strong>英伟达</strong>、<strong>AMD</strong> 和 <strong>美光</strong> 在最近的季度中在数据中心取得了惊人的增长。与此同时，英特尔的数据中心和人工智能收入在第四季度下降了 3%，降至 34 亿美元，而整体收入下降了 7%，降至 143 亿美元。</p>
</div><p>Notably, investors didn't seem bothered by the news, as Intel stock rose on Monday. But that was likely due to news that its subsidiary <strong>Mobileye</strong> was teaming up with <strong>Lyft</strong> to launch robotaxis in 2026.</p>
<div class="lb-trans"><p>值得注意的是，投资者似乎对这一消息并不在意，因为英特尔的股票在周一上涨。但这可能是由于其子公司 <strong>Mobileye</strong> 与 <strong>Lyft</strong> 合作计划在 2026 年推出机器人出租车的消息。</p>
</div><h2>About that CEO opening</h2>
<div class="lb-trans"><h2>关于首席执行官职位空缺的情况</h2>
</div><p>On its recent earnings call, Intel said that the board continues to be &#34;intensely focused&#34; on finding a permanent CEO and that the search was progressing.</p>
<div class="lb-trans"><p>在最近的财报电话会议上，英特尔表示，董事会仍然 “高度关注” 寻找一位永久首席执行官，并且搜索工作正在进行中。</p>
</div><p>However, media reports have indicated that the company isn't close to naming a new CEO. It's a big decision for the struggling chipmaker, and it put itself in a hole by ousting Gelsinger first rather than working on finding a replacement for him behind the scenes. With Hotard's departure, it seems like Intel is taking another step backward at a time when the company desperately needs to fill its leadership ranks with capable talent.</p>
<div class="lb-trans"><p>然而，媒体报道表明，该公司距离任命新首席执行官仍然很远。这对这家陷入困境的芯片制造商来说是一个重大决定，而它在首先将基尔辛格赶走时就已经陷入了困境，而不是在幕后寻找他的替代者。随着霍塔德的离职，英特尔似乎在公司迫切需要填补领导职位的时刻又向后退了一步。</p>
</div><p>That the company's revenue is declining by 7% at a time when the entire industry is seeing tailwinds from the AI boom shows how desperate things have become for Intel.</p>
<div class="lb-trans"><p>在整个行业都因人工智能的兴起而获得顺风的时刻，公司收入下降 7% 显示出英特尔的困境有多么严重。</p>
</div><p>The longer the company goes without a permanent CEO, the less likely it is to succeed in its turnaround. Losing its AI chief only adds insult to injury.</p>
<div class="lb-trans"><p>公司在没有永久首席执行官的情况下越久，成功实现转型的可能性就越小。失去其人工智能负责人只会雪上加霜。</p>
</div>

Intel's Leadership Hole Just Got Even Deeper

- 英特尔 CEO 帕特·基尔辛格被解职，任命两位临时 CEO。  
- 数据中心和 AI 部门负责人贾斯廷·霍塔德将加盟诺基亚。  
- 英特尔面临领导层空缺，增长战略受到影响。

英特尔的领导层空缺问题变得更加严重