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Intel and Nvidia are competitors. Intel makes CPUs and is trying to grow its GPU strengths. Nvidia makes GPUs and is trying to grow its CPU base.
Microsoft bought shares of Apple when it was on its knees. The foundry business doesn't compete with Nvidia.
Is this this article really stating "Wall Street is upset at Intel because they are not Nvidia" ? If I had to guess, I think the above is true. Well too bad Wall Street :) If Intel is really in bad shape, then maybe it is time for some form of nationalization.
The era of WinTel is over. Megalithic data centers tend not to use MS OS and thus are free to choose AMD and increasingly ARM CPUs. For Intel to rush into AI would be, too little, too late.
Earlier quoted context omitted.
Intel and Nvidia are competitors. Intel makes CPUs and is trying to grow its GPU strengths. Nvidia makes GPUs and is trying to grow its CPU base.
Microsoft bought shares of Apple when it was on its knees. The foundry business doesn't compete with Nvidia.
If Intel is critical to the US industrial base, why aren't Nvidia and Apple stepping up to support Intel? What is the point of $3T national champions like Apple and Nvidia if they ship the industrial base overseas.
Intel and Nvidia are competitors. Intel makes CPUs and is trying to grow its GPU strengths. Nvidia makes GPUs and is trying to grow its CPU base.
Intel being on life support is a bit of a stretch. They are investing an awful lot of money, and it's going to take time for those investments to pay off. I worry more about their inept handling of recent CPU bugs than I do about their stock price or reduced dividends.
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> why aren't Nvidia and Apple stepping up to support Intel? Is it the role of a for-profit public company to "support" another for-profit public company? Free market, supply and demand, live by the sword die by the sword and all that. If Intel made decisions that lead to it's downfall, surely that is on them.
> Is it the role of a for-profit public company to "support" another for-profit public company? It is (or it can be) if you want to avoid antitrust lawsuits. Same reason Microsoft bailed out Apple in the 90s.
Not to mention that Apple had atleast a salvageable IP if done well. Nobody else could compete with them on shipping MacOS machines. Intel has no such moat.
Intel is utterly massive and owns their own fabs. Companies that large don't collapse in a day unless there is some illegal shenanigans going on.