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not only did they miss smartphones and now AI, they're getting whooped by AMD in servers and are close to irrelevant in low power / laptops.

• silisili 2y ago
  AMD also missed smartphones, and is barely a player in AI. It's salvageable. I think people forget just how bad Bulldozer and friends were. AMD was on its death bed, and put aces in their places and turned it around. Intel can do it just the same, but I'm beginning to feel Gelsinger isn't the person for the job.
  • ffgjgf1 2y ago
    As you said AMD wasn’t even in a position to do anything about mobile. Intel on the other hand had the best high-end ARM chips in the early 2000s. XScale would have been the default choice for the iPhone and all the other smartphones. Had they continued developing it it’s unlikely anyone could have caught up that easily. They were better positioned to dominate the ARM market than Qualcomm (and possibly ARM itself). Then due to hubris/delusion/? they decided to scrap XScale and develop low-power x86 chips and everyone knows how that turned out..
• ffgjgf1 2y ago
  > are close to irrelevant in low power / laptops. Last gen chips (made at TSMC) seem to be pretty decent? Not 100% sure but even Meteor Lake seems to be more on less on par (or pretty close) with Qualcomm CPU speed/power usage wise while having significantly better GPUs. Lunar Lake might also be a significant improvement.
• alecco 2y ago
  And ARM is eating their lunch in cloud, too.