Not convinced Intel can turn this around. Both on server and consumer side they've been losing share to AMD for like 7 years straight...cross generations, cross platform...just everywhere with amazing consistency. And if half of the AMD roadmaps/rumours are true then the next couple years will be worse.
...so yeah some casual R&D isn't gonna cut it...they need to pull a rabbit out of a hat urgently.
NVIDIA’s announcement included the declaration of a new Industrial Revolution based on AI. We’re coming to peak hype any month now. What will they ride when that wave(/bubble) dissipates?
(Microsoft announcing a few days ago that they have taken the lead in a new computing paradigm with their AI-infested devices was genuinely fascinating to me in that respect. The actual AI stuff that got added, I was like, (a) perhaps marginally useful for certain folks but (b) I don’t want any of it, and (c) it’s just literally the same stuff pushed for the past two years, only now with the same breathlessness as when people were genuinely wondering if ChatGPT was sentient (lol). Like, the huge pushback iTerm2’s creator got over adding an AI facility to its latest release puzzled some folks, but it really does feel like people are sick of the AI hype. AI evangelists are going to induce another AI winter if they don’t pump the brakes and start managing expectations better.)
...so yeah some casual R&D isn't gonna cut it...they need to pull a rabbit out of a hat urgently.