Discrete GPUs on add-in cards are the high margin market in computer hardware currently and with nvidia universally hated there's a lot of opportunity in the market. The problem is, as usual, execution.
>Discrete GPUs on add-in cards are the high margin market in computer hardware currently
For AMD and Nvidia yeah, but Intel is currently bleeding money on their GPUs since they're made on the expensive TSMC nodes instead in their own fabs, and they price them very low to gain market share as sales aren't stellar due to mid performance.
The only reason they haven't cancelled it already is they're playing the long game.
The issue is if the AI bubble bursts by the time they release anything competitive causing margins to tank again.
For AMD and Nvidia yeah, but Intel is currently bleeding money on their GPUs since they're made on the expensive TSMC nodes instead in their own fabs, and they price them very low to gain market share as sales aren't stellar due to mid performance.
The only reason they haven't cancelled it already is they're playing the long game.
The issue is if the AI bubble bursts by the time they release anything competitive causing margins to tank again.