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Yes it was a mistake to go after wireless instead of GPGPU, which is an area that they could utilize their existing strength. But it would have taken foresight.
by fspeech 5y ago
Yes it was a mistake to go after wireless instead of GPGPU, which is an area that they could utilize their existing strength. But it would have taken foresight. Before 2012 Nvidia's gross margin was significantly lower than now. The graphics card business was not attractive. The demand from AI training wasn't apparent. By the time it became apparent Intel was aleady falling behind on process technology, which they must focus on now. Certainly from the architecture side if they can innovate on the integration of NN acceleration with their CPU and enable an open ecosystem of compilers they could regain some lost ground.
- lmeyerov 5y agoI don't think it was a mistake to go after mobile in general as much as in how in how they went after it. Apple, Google, Samsung, etc. approached the market differently so while most people talk about Intel messing up on the hw chip design, my meaning is they messed up the sw + vertical strategy for how to work with the market. I can imagine a world where they made made their own phone, OS, etc... just not with the current culture. If it was OK for a search engine + ads company to make their own phone designs + TPUs + OS + marketplace + apps + ..., why wasn't it for Intel? Building slightly better chips with light software support is 80s/90s thinking. They missed the wave in mobile, and I don't see the new CEO doing anything about using their position or $ to start competing differently. Jensen is inspiring in that he doesn't fight the last decade's battle: their architectures etc. keep getting better, but just as important, the market approach keeps evolving too.