alt Hacker NewsBut intel being "cooked" was a massive psyop. how was intel ever "cooked", when they were still designing, taping out, and delivering massive quantities of CPUs to DCs and consumer products?
AMD briefly gave them a run for their money, but it was nowhere near the catastrophe that bulldozer was, where the company basically needed rescuing. For a brief moment, they weren't a monopolist - that's all that happened, right?
AMD being circled by OpenAI makes sense since AMD makes NVidia knockoffs. that's objectively useful. Harddrive company make sense for storing weights and generative content. Marvell is networking...
what does QCOm present here, that openai or the AI scene at large needs? the only bet is robotics - but why on earth would I put some washed-up adreno into a 40kg man-sized apparatus which would very comfortably fit a H100?
Intel was in danger because they went from having massive amounts of cash on hand to losing billions per quarter with no roadmap to retake the market in the face of competition from both AMD and ARM. They also didn't have competitive GPUs, they lost the automotive market, they lost the networking market outside of desktop/laptop WiFi, and they'd lost any potential market in handhelds/embedded ages ago. Intel is a company that is massively capital intensive, and they simply cannot afford to be in that position. Looking at the need for billions in investment while burning billions per quarter and no good pathway to profitability, investors leave and the company is forced to make dramatic cuts which furthers the death spiral.