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Intel sells expensive CPUs which are becoming useless thanks to ARM - as much in consumer devices as they are in datacenters, with big players designing their o
by iknowstuff 5y ago
Intel sells expensive CPUs which are becoming useless thanks to ARM - as much in consumer devices as they are in datacenters, with big players designing their own ARM chips. GPUs are their lifeboat. Three GPU players is better than two, but I don't see much of a reason to be long Intel.
- pkulak 5y agoYou’re overestimating the role of the architecture. X86 is just fine, and is perfectly competitive at comparable node generations. Don’t believe everything Apple tells you. ;)
- dublin 5y agoI don't believe much of anythign Apple tells me. The x86 is fine, but any reasons to prefer it to other architectures are disappearing fast. As someone who's suffered (literally suffered) due to Intel's abysmal and execrable graphics performance in the past, I don't expect that they'll exactly blow out this market. One of the biggest reasons I want a real next-gen ARM-based Surface Pro is that I want to put Intel in the rearview mirror forever. I didn't hate Intel until I started buying Surfaces, then I realized that everything that sucks about the Surface family is 100% Intel's fault, from beyond-buggy faulty power management (cutting advertised battery life more than in half) to buggy and broken graphics ("Intel droppings" or redraw artifacts on the screen) to "integrated" graphics performance that just simply sucks so bad it's unusable for simple 3D CAD, much less gaming.
- rowanG077 5y agoThat every x86 CPU in Ultrabooks thottles itself into the ground while M1 on MacBook pro is almost impossible to throttle determined this is a lie.
- pkulak 5y agoCan you think of any differences in those two CPUs, other than architecture, that may be responsible for that? Hint: TSMC's new 5nm process is being used in a laptop CPU by exactly one company at the moment.
- rowanG077 5y agoIt has nothing to do with 5nm. 5nm doesn't magically make the CPU output less heat then the cooling can handle.
- SCUSKU 5y agoIMO, the long position on Intel is basically a bet on China invading Taiwan, or the US gov't subsidizing Intel. Both are certainly extreme events, but given Chinese military expansion and US increase in gov't spending, it doesn't seem impossible.
- ineedasername 5y agoChina doesn't even have to invade: just an ever incrementally increasing amount of soft pressure, punctuated by slightly larger actions calibrated to fall just below a provocation that requires a response. See their naval exercises for just one example.
- abledon 5y agoDidn't they already seed the government with chinese officials last year? there were tons of riots etc... but so many 'bad' things in news that we don't focus on it anymore