Funny enough, I predicted this in a previous HZ comment 3 months ago when they cut their server systems business. > "My guess is that they're cutting the portfolio down to feature only chipsets and add-in cards. Just CPUs, GPUs, FPGAs, ASICs, networking. It makes sense if anything - it really focuses on their core business. No more side-projects with questionable profitability. In the last 2 years since Pat Gelsinger…
A bit off mark on networking, looking at Tofino there. Could have maybe left barefoot alone, but no, buy it, hype it, actually tape out and start delivering nextgen, then cancel before people rack them.
It's worse than that. We built Tofino powered boxes. We have multiple paying customers who bought and deployed them. Intel then cancelled it, screwing us and our customers.