Re: Surprised
They are rolling in revenue, profit is not as easy when the competition produces more for less. ARM is not even their biggest threat (let alone AMD). Someone here mentionned RISC-V which is yet to achieve its full potential. The architecture will, soon, and bein full open source there will be no coming back, at least for high-volume low-margin products. Sure, Intel and AMD will continue to compete on the market of personnal devices priced as family cars, but this market is shrinking. On the server side the big fight for CPUs is over -and has been for a while, on the personal device side Intel is almost entirely irrelevant except for hardcore gamers fans. My company-issued workstation is powered by an Intel Core Ultra 9 but it's only because Dell promised a usable life of almost 10 years (thus allowing the company to claim "green" creds) ; but it will be replaced in 3 years as usual, as my previous.company-issued machine which was guaranteed for 5 years -extended to 7 years, but got phased aout in little more than 2 years. And yet the massive NVIDIA GPU -not the intel Ultra 9- is the most valuable asset of my brand new current workstation, because "local LLM" (a dream well sold). Computing is now a comodity, low-price low-power chips are plentiful, and growing. Intel is on the path of IBM minicomputers of old, and the outcome is not looking good.