221–230 of 274 posts
Lots of en dashes.
Yup. I'd bet 98% odds that Intel CEO and/or his comms team drafted this using an LLM trained on a competitor's chips. Bearish. As if we even needed to know, at this point. edit: Downvoters -- would you honestly take the other side of that bet?
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I think Tim is only kissing ass because the desk trinket is cheap and the investment will take time to materialise, probably after this presidency. And Apple will be around longer than trump will be alive. I’m sure it’s killing him as much as us.
> I’m sure it’s killing him as much as us. I'm not. If someone were playing the pure numbers, I'll bet they'd have some exactly this. It's how you maximize profit under Trump.
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In the past AMD needed to survive for antitrust reasons. Now x86 is losing in relevance now as alternatives are established. Nobody needs to keep intel alive.
Which alternatives? Other than Apple, where can I get a non-x86 desktop?
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In the past AMD needed to survive for antitrust reasons. Now x86 is losing in relevance now as alternatives are established. Nobody needs to keep intel alive.
AMD also received many Hail Marys as a result of Intel’s anticompetitive behavior. Directly via payouts Intel and partners had to make, and indirectly via companies being more willing to work with them for their GPU expertise and better (out of desperation) licensing/purchase agreements. Intel can’t rely on the same. They haven’t been directly impacted by another larger company, they rely too much on a single technol…
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> Fixing the willful ignorance that the market structure today is very different from 20 years ago Indeed. And his first action was to diss their own AI efforts. Because AI is just some niche area that they can ignore. Just as Battlemage GPUs were getting decent reviews and sold above the MSRP.
The craziest thing is... Intel could totally try to capture the LLM market 'bottom up' if they wanted to. As an underdog in the GPU market, all they need to do is start by making cheap boards with lots of VRAM. I'm talking 32GB boards under 1k. They don't have to be fast . They just have to take these bigger models into VRAM and be fast enough that it's better than dealing with normal CPU+RAM. That gets them into the…
I view Intel as a company that has a huge number of missed opportunities: 1. They have excellent engineering resources - why didn't they just take their ARC cards and add more RAM to them? People are dropping $2K+ on the 5090 with 32GB and would surely pay $1200+ for an ARC with 32GB or even much more for one with 64GB or higher. Absolute performance wouldn't be the benchmark; being able to load larger models would m…
I have the feeling nobody knows what to do in terms of selling Ethernet for home use right now. The moonshot efforts are around better Wi-Fi, which is, of course, at best a "good enough" solution that keeps people from running proper wires. But even as someone eager for hard-line networks, I wouldn't have good advice for a typical consumer. If you run copper in your walls, you're really only good up to 10Gb and perha…
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Livid about the problem or livid that they're talking about axing the first CEO in decades that might have a shot at fixing the problems?
Fixing how? His first major act is to fire 20% of employees, refocus on old technology (smt) and deprioritize next gen (14a) process development. This is tantamount to surrendering as a leading foundry.
Why don’t you already understand this??? You are misleading everyone.
Some context is available here: https://apnews.com/article/intel-trump-cotton-yeary-tan-2061... FTA: “In March 2025, Intel appointed Lip-Bu Tan as its new CEO,” Cotton wrote in the letter. “Mr. Tan reportedly controls dozens of Chinese companies and has a stake in hundreds of Chinese advanced-manufacturing and chip firms. At least eight of these companies reportedly have ties to the Chinese People’s Liberation Army.”
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You got this wrong. He's de-prioritizing 18a in order to leapfrog to 14a.
Going forward, our investment in Intel 14A will be based on confirmed customer commitments. There are no more blank checks. Every investment must make economic sense. We will build what our customers need, when they need it, and earn their trust through consistent execution. https://newsroom.intel.com/corporate/lip-bu-tan-steps-in-the...