As an engineer and a longtime Intel shareholder, I can tell you that I cheered for Pat. Unfortunately, the situation demands urgency because of how well the com

As an engineer and a longtime Intel shareholder, I can tell you that I cheered for Pat. Unfortunately, the situation demands urgency because of how well the competition is performing. The scope for mishaps and missteps is greatly diminished. They can’t afford to make any mistakes like they did with the 14th gen CPUs. The GPU rollout has been too slow and their ability to compete with Nvidia for AI training/inference is mostly non-existent. They have been outcompeted and outclassed by Nvidia and AMD who don’t own fabs but are eating Intel’s lunch. On top of that, now they’ll have to also compete with Amazon that is developing very compelling for AI and CPU server alternatives. Apple has already cut them out completely from the CPU side, and is now looking to build their own cellular modems - replacing Intel and Qualcomm ones in their devices. Both retail and corporate customers are confused about their value proposition in this market. I don’t know what Intel needs, but it isn’t Pat or we would felt the sentiment change and improve, but it hasn’t.