People here seem to be filling in a lot of details from their imagination. Intel's losses all revolve around upgrading and spinning up their new fabs, fabs for

People here seem to be filling in a lot of details from their imagination. Intel's losses all revolve around upgrading and spinning up their new fabs, fabs for which there is no other global competition besides TSMC and Samsung. The latest process was delayed. Once they start filling orders, they will be the ones filling the hole that could be left in US microchip capabilities that are in imminent danger, being largely based in Taiwan. Their new desktop chips are cracked, their Gaudi 3 accelerators, that just started shipping five weeks ago, are a shade better than H100's, for half the cost, and with improved and much more affordable capabilities for interconnect, in addition to other features. It's incredibly important for the US to continue its push to building up the domestic TSMC, Intel, and related chip infrastructure that it has so far funded (though, has largely not paid out, contributing even further to Intel's current situation). Perhaps, if tariffs really do come in, we'll see the many fab-less chip designers that people are praising in this thread bring their manufacturing back to American manufacturers. As they damned well should.