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I most certainly shared your dislike of intel over the stagnation of CPU's in the past 6 years. But I've come to appreciate more that Intel indeed is the last w
by onepointsixC 5y ago
I most certainly shared your dislike of intel over the stagnation of CPU's in the past 6 years. But I've come to appreciate more that Intel indeed is the last western player in leading node fabs. Pat Gelsinger has inspired much hope for me in Intel making a come back and focusing on the right things.
- tgtweak 5y agoAgreed - he also put some serious money ($1BN) on the table for talent (both existing and new) and that is really where things get better. Their latest CPUs are excellent, and, perhaps critically, available. I'm not hearing any more news about fab delays or cultural plagues and Gelsinger feels like the rightful successor to Grove. They have a lot of cash on hand as well - about $35BN - which they've been building up over the last few years (probably saving on fab investments, ironically). If there is a market crash, they will be scooping up companies and talent left and right. AMD has about $3bn, for comparison sake (Nvidia has $20bn but it's likely unspent ARMbucks). If the congress approves this $52BN fund for US chip making (CHIPS for America Act), a big chunk of that is going straight to Intel for domestic fabs.