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7/12/2025, 6:49:49 AM
>>105875520
>he has to be prepping the company to be broken up and sold off in pieces
what do you mean prepping? He already sold off the NUC business to ASUS and canceled a bunch of shit.
Intel is so thoroughly infected with the DEI disease that it will take them a good 5 years to remove it without selling entire divisions, so that's probably what will happen.
They'll sell the GPU division to AMD, keep FPGA. If they are smart they will abandon the gaming desktop segment altogether and retask those engineers to build RISC-V based chips for server and push it hard as the only "big RISC-V" chip for hyperscalers, undercutting Ampere by leveraging economies of scale and taking advantage of the additional margin from not having to pay ARM. They could easily start selling RVA23 servers to AWS/GCP/Azure for boring webserver workloads and FaaS with very little risk, we've already seen AWS build their own ARM-based chips.
If they're smart they'd start an additional RISC-V business for microcontrollers and lock down IoT in our hemisphere through a high-trust marketing model (their chips won't have chinese backdoors, etc.).
On the AI front I think Intel needs to just cede that ground altogether, I don't know a single person that uses OpenVINO willingly, or uses the Xeon AI.
They also need to completely abandon low-power. ARM chips still thoroughly destroy any low-power x86 chip and the best chips intel has are still from 12th-gen.
Sell Gaudi to whoever will take it.
>>105877397
they can't catch up because they have no market share + nobody smart wants to work for them. you need one or the other to increase one or the other, they have neither.
>he has to be prepping the company to be broken up and sold off in pieces
what do you mean prepping? He already sold off the NUC business to ASUS and canceled a bunch of shit.
Intel is so thoroughly infected with the DEI disease that it will take them a good 5 years to remove it without selling entire divisions, so that's probably what will happen.
They'll sell the GPU division to AMD, keep FPGA. If they are smart they will abandon the gaming desktop segment altogether and retask those engineers to build RISC-V based chips for server and push it hard as the only "big RISC-V" chip for hyperscalers, undercutting Ampere by leveraging economies of scale and taking advantage of the additional margin from not having to pay ARM. They could easily start selling RVA23 servers to AWS/GCP/Azure for boring webserver workloads and FaaS with very little risk, we've already seen AWS build their own ARM-based chips.
If they're smart they'd start an additional RISC-V business for microcontrollers and lock down IoT in our hemisphere through a high-trust marketing model (their chips won't have chinese backdoors, etc.).
On the AI front I think Intel needs to just cede that ground altogether, I don't know a single person that uses OpenVINO willingly, or uses the Xeon AI.
They also need to completely abandon low-power. ARM chips still thoroughly destroy any low-power x86 chip and the best chips intel has are still from 12th-gen.
Sell Gaudi to whoever will take it.
>>105877397
they can't catch up because they have no market share + nobody smart wants to work for them. you need one or the other to increase one or the other, they have neither.
6/27/2025, 8:16:35 AM
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