People call out Gelsinger all the time. And yes, she is definitely responsible for this. Probably more than Gelsinger. At Intel it is not so obvious what they

People call out Gelsinger all the time. And yes, she is definitely responsible for this. Probably more than Gelsinger. At Intel it is not so obvious what they should have done to improve their fabs to better compete with TSMC, which is groundbreaking tech where you often have to make risky bets. At AMD it was pretty obvious what had to be done to better compete in AI, and it was basic software engineering, not lithography wizardry. Totally achievable by just spending money, increasing head count, hiring top talent, and firing underperformers. They have so much low hanging fruit that could have been solved just by hiring 5 or 10 software engineers.