To say things are looking rough for Intel would be an understatement of the century.
I don’t really like Intel’s CPUs and their overall computing ecosystem but I REALLY don’t want Intel to die.
A monopoly with AMD would still be terrible for everyone even if AMD’s been doing solid work. No one wins except for those at the top in monopolistic systems.
The current environment would suggest a push on low cost GPUs to draw the gamers who blanch at NVIDIA’s current cost, combined with a push to neural net co-processors which they have in RnD at the moment.
Intel have some lower end fab time in a potentially tarrif protectionist US market. This is the kind of environment where you could seriously make an impact at the lower end of the market to keep the lights on for the RnD to finish.
I’ll bet they over cut, starve RnD, kill off the Arc GPUs, focus on the low end without an end goal and start spiralling into irrelevance.
AMD now has a fun opportunity to poach talent from Intel and potentially chase some of those RnD options.