[jmclnx]

Is this this article really stating "Wall Street is upset at Intel because they are not Nvidia" ?

If I had to guess, I think the above is true. Well too bad Wall Street :)

If Intel is really in bad shape, then maybe it is time for some form of nationalization.

[GianFabien]

"...shrivelled to $84bn, less than the value of its plants and equipment..." Hints at private equity sharks might start circling. Splitting chip design and fabrication would align with how most of the industry operates. Get very good at chip design or fabrication.

The era of WinTel is over. Megalithic data centers tend not to use MS OS and thus are free to choose AMD and increasingly ARM CPUs. For Intel to rush into AI would be, too little, too late.

[Dwedit]

I blame Microsoft for enshittifying Windows 11 to the point of nobody wanting to "upgrade" to it.

[whamlastxmas]

Windows has become the Facebook of operating systems