In reply to a post by Pheasant:

Have a read if you have 10 minutes. There’s nothing there that one could really argue with, despite being slightly hyperbolic; it is after all an opinion piece. I certainly wouldn’t argue with the conclusions, even if some of the details aren’t perfect.

Intel have been running on “milk x86 autopilot” for way too long (decades!!) and it’s all finally caught with them.

I fully expect them to break up, piecemeal like going forward. A sad slow decline.

finally read the article, mostly stuff i knew of, but it missed out so many of the server misteps and the 14+++++++++++++++++++++++ process mess

The thing thought and what will kill intel is it has NO noticable ai products from a casual person's point of view. And the Old "you can't go wrong with intel" or "you will never be fired for buying intel" is no longer true.

In reply to a post by Taras:

The thing thought and what will kill intel is it has NO noticable ai products from a casual person's point of view. And the Old "you can't go wrong with intel" or "you will never be fired for buying intel" is no longer true.

This may be the case from the stock market and shareholder point of view, but business in UK (and Europe) is apparently being very very wary of AI. Talk to some CIO's / IT Directors and many of them are keeping well away from general usage AI tools for their staff until there is some test cases on liability. Look at the silly mess Apple's tool caused with the BBC notification alert this week.

More vertically integrated AI tools are more likely to be purchased, such as systems to assist helpdesk agents, or those working on insurance claims.

The future is not remotely clear, if money will be made in AI.

AI software wise, GPDR etc, is a minefield but that should not stop intel from developing devices (yes i know Intel has names stuff as AI) from a chip maker point of view, they are lagging

In reply to a post by Taras:

AI software wise, GPDR etc, is a minefield but that should not stop intel from developing devices (yes i know Intel has names stuff as AI) from a chip maker point of view, they are lagging

I saw their latest mobile CPUs have similar NPU / TOPS capabilities to the Qualcomm Elite and Apple M4 arm based CPUs.

In reply to a post by jchamier:

In reply to a post by Taras:

AI software wise, GPDR etc, is a minefield but that should not stop intel from developing devices (yes i know Intel has names stuff as AI) from a chip maker point of view, they are lagging

I saw their latest mobile CPUs have similar NPU / TOPS capabilities to the Qualcomm Elite and Apple M4 arm based CPUs.

just read this - and i think its no means a perfect read https://www.windowscentral.com/hardware/laptops/what... the premise that intel are scrabbling for ai marketing is that they describe their total unit tops count..

Tops in itself doesn't matter, but what instruction sets are being done. Hence i think AI compute benchmarks are a good year or two.


note: i had to completely redo my reply because that article and my comments were junk because of it .

In reply to a post by Taras:

And the Old "you can't go wrong with intel" or "you will never be fired for buying intel" is no longer true.

The original saying was I believe, “No one ever got fired for buying IBM”

Mmmmm. Funny old world 😂

In reply to a post by Taras:

just read this - and i think its no means a perfect read https://www.windowscentral.com/hardware/laptops/what... the premise that intel are scrabbling for ai marketing is that they describe their total unit tops count..

Its a good article, and shows this measurement is as flawed as all the others in the IT industry; but it does explain that MS use the measurement for Copilot+ certification. Whatever that actually means for the end user.

More woe for Intel with the release of Gartner's semiconductor market update:

https://www.theregister.com/2025/02/04/intel_chip_re...

https://www.gartner.com/en/newsroom/press-releases/2...

Intel in talks to sell chip manufacturing to TSMC

Followed by the news yesterday / today…

Broadcom reportedly investigates acquiring Intel’s chip design biz

You can see why selling fabrication is an interesting idea, become a design house... as Intel are already using TSMC to manufacture recent laptop CPUs.

Will be end of an era though!