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I find it amusing, er, ironic, er, amusing -- that after this article, on the same web page, there's a link/blurb which reads: "Nvidia is worth more than Intel
by peter_d_sherman 6y ago
I find it amusing, er, ironic, er, amusing -- that after this article, on the same web page, there's a link/blurb which reads:
"Nvidia is worth more than Intel for the first time in history. Nvidia is now worth more than Intel, according to the NASDAQ. The GPU company has finally topped the CPU company's market cap (the total value of its outstanding shares) by $251bn..."
Well no surprise there.
On the one hand, Intel (especially early Intel employees) should be thanked, profusely, for giving us PC history as we know it today.
On the other hand, we should seek to honestly recognize what Intel has become today.
A mega-corporation, driven by corporate mentality, which always seeks to maximize profits for their shareholders at the expense of all other virtues.
Keep in mind I am not criticizing Intel's employees -- only the marching orders that come from the top down.
But, as far as I can tell, Intel, as we know it, will not be around in another 30 years.
The future of semiconductors is in the following areas:
1) Simple, non-proprietary instruction sets (RISC-V and others)
2) Transparent (or as transparent as possible) and publicly auditable engineering and manufacturing processes
3) Conscientous companies that place virtue first, and are not driven by maximimizing profits for shareholders
So on the one hand, Intel is to be thanked, lauded, praised for its role, especially its early role in the beginning of the PC revolution, but on the other hand, I don't see Intel existing as company more than 30 years from now...
Although, at that point in time, Intel's past role will always remain important and relevant -- to future students of early computer history...
- dahinds 6y agoYour "future of semiconductors" could have been written 30 years ago, and seems no more likely to be true today than it was then. Do you think Nvidia is less proprietary, more transparent, or more virtuous than Intel?
- Iwan-Zotow 6y agoWell, combination of the lead in x86 architecture (a lot of times close to 100% of market supply) combined together with lead in manufacturing (first in process shrink down to 14nm) was unique and highly unlikely to be repeated. Commoditization of architecture (ARM seems to be in the lead by RISC-V might go up) plus separation between chip design houses and manufacture fabs seems to be more efficient market solution. Where it leaves Intel?
- peter_d_sherman 6y agoI'm not saying Nvidia is any more virtuous than Intel. Nvidia, as a corporation (has/will have) many of the same problems that Intel does. Arguably, what I've written applies equally to most of the large companies at this point in time in the semiconductor/CPU space...