When “everything is AI now” and your motion board/investors are watching nvidia nearing 1T, then they want you in the GPU business.
And now we’re back to the public companies are terrible at innovation argument. If the line can only go up, you can’t take risks and you have to hurt people to continue at some point.
The GPUs aren’t even a drop in the bucket for Intel. While Gelsinger had the right ideas, he wanted everything all at once which just wasn’t doable.
When “everything is AI now” and your motion board/investors are watching nvidia nearing 1T, then they want you in the GPU business.
And now we’re back to the public companies are terrible at innovation argument. If the line can only go up, you can’t take risks and you have to hurt people to continue at some point.