ARM, along with Qualcomm, did a credible job of highlighting how technology developed for smartphones could have a major impact on the PC market. Both AMD and Intel have now produced competitive responses, though it is interesting to note that […]
Intel and AMD Form x86 Consortium in Advance of NVIDIA’s ARM Challenge Read More »
It was reported that Qualcomm approached Intel to explore buying the company. While such a purchase is unlikely to be approved, given the influence of both companies and Intel’s desire to remain independent, it isn’t impossible, and the two companies
The Impact of Qualcomm Buying Intel Read More »
It is extremely hard to displace an entrenched vendor like Intel. This is because companies value relationships and really hate change, so even if you have a substantially better product, you won’t make many inroads. We see this in buying
Why AMD Is Taking Share from Intel – The Hidden Cost of Layoffs and Need for AI in HR Read More »
We are in a huge hype cycle for AI. This technology will certainly be a massive game changer, but it is new, still untrusted, and isn’t yet fully wrapped in mature services. Existing markets, like console gaming, are off-cycle and
AMD, Intel, and Qualcomm’s Financial Reports – The US Processor Market Remains Strong Read More »
I’ve been getting a lot of concerned inquiries about the massive AI wave we are under and whether any of the hardware currently in market will remain once AI reaches critical mass. This is because, with every major technological pivot,
Why Intel’s FAB and Foundry Expansion May Save the Company Read More »
There is a phrase often falsely attributed to Winston Churchill (it came from George Santayana’s book, The Life of Reason) that goes: “Those who cannot remember the past are condemned to repeat it.” It came to mind while attending Intel
Intel Vision: How the AI Wave Could End the Wintel Age Read More »
Intel released its financial results this week, and while its performance exceeded expectations, the modest outlook resulted in some pullback by investors. Let’s talk about how Intel got where it is and why the second half of the year should
Intel Financial Results in a Nutshell: Strong Leadership but Stormy Waters Ahead Read More »
After Andy Grove stepped down, Intel went from a company that could do no wrong to one that seemed to increasingly have trouble doing anything right, but that trend is reversing under Pat Gelsinger. During Grove’s tenure, the company was
Gelsinger’s Intel Looking More and More Like Grove’s Intel at CES Read More »
I’m writing this in New York, where I’ve been watching my old friend and Intel CEO Pat Gelsinger talk about AI. He started his talk with applied AI and how it is used in the Starkey Hearing Aids that help
Inside Intel and a World Based on AI Silicon: The Creation of Real-World Magic Read More »
Mercury Research published its Q3 x86 processor market share that showcases AMD has grown share across the board in servers, desktops, and laptops. On PCs, AMD has nearly 20% market share in volume and 17% in revenue, which suggests it
AMD’s Market Share and Performance Update Read More »
