Intel is being rendered obsolete and irrelevant, thanks to a big can of whoop-a$$ that has been opened and unleashed by Jensen and Nvidia, coupled with Intel's utter incompetence, ineptitude and stupidity for the past 10-15 years at least. Collapse is finally here, and I just can't wait to see it happen!!!
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@3hjn Correct and where is the effort to create suitable processes for foundry? I hear crickets….
how can Intel run a foundry business when customers will be required to write white papers for any process deviation then take 3 months for review and ultimate rejection. just thinking out loud.
Jensen thinks they can build a cpu (he talked cpu+gpu)? They tried and failed in the past. And anything TSMC that helps them will get sold to QC, Google/ Amazn, Apple, AMD, FS, etc.... Nvidia's success will all depend on... Microsoft. But his speech yesterday was pure gold to feed the MBAs. Pure gold.
TSMC up 11% LOL
The market has ZERO confidence in Intel.
Add AI to the list of businesses that Intel has successfully missed out on or run into the ground.
Even if Nvidia misses on their highly aggressive forecast the fact that Intel stock is down when Nvidia and AMD both increased by double digit percentages shows what investors really think of Intel's future.
But.... but... the silicon heartland, aka rust belt.
I am excited to watch as well, great case study. I am ready to retire so i dont give 2 fu--s
Intel has successfully ki-led every profitable business unit in favor of IFS. They are counting on china taiwan war to survive. Sad!