E115 Intel Capital, Corporate Venture Capital (CVC) putting the silicon back in Silicon Valley

In this podcast, Jennifer Ard, Managing Director at Intel Capital, shares insights on the evolution of Intel Capital, its investment strategies, and the renewed interest in venture capital within the semiconductor sector. As a veteran corporate venture capital firm, Intel Capital has adapted by leading more deals, investing larger sums, and concentrating on critical areas like AI and semiconductors. This shift is fueled by factors such as the reshoring of semiconductor manufacturing in the U.S., the CHIPS Act, and the remarkable success of companies like NVIDIA, which have drawn significant investment into the once-overlooked semiconductor field. Intel Capital aims to strike a balance between strategic and financial returns, ensuring a clear separation between its investment activities and Intel's mergers and acquisitions, while still promoting collaboration on market insights. The conversation also addresses the sustainability challenges facing the semiconductor industry and Intel Capital's proactive strategies to tackle these issues.