What exactly is the competitive advantage for intel products anymore? There is none. Intel CPUs are a commodity now. When will the geniuses on ELT understand this?
CPUs -
- All the large customers are building their own
- AMD CPUs is matched or better and less expensive
- GPUs are more important anyway and Intel doesn’t even have good GPUs for AI thanks to the wasteful Raja
- Intel CPUs use inferior Intel process or use TSMC process (same as everyone else)
- Intel CPU margins will need to drop in half soon