We gave the following rationale for this thread in the 2nd post.
What do you care?
Secular growth possibility: Well, it would not be a big deal during normal times. But, if you think covid is disrupting workplace like never before and that online work is the future, then you cannot miss the brains behind every single cloud infrastructure – The processors. Games, virtual reality, Cloud, Computing.Research folks know. Especially if you had to book slots in super computers in 90s and 2000s for doing some big compute. If the growth is fast enough, then not one company will be able to supply all datacenter processor needs. To top it off, Intel the giant is faltering in its ‘fab’.
Finally, it had its first major hit. Well summarized in the article below as to why it is a steep hill to climb for Intel to get back to its former hegemony.
“(But) Unless and until AMD, Nvidia, and the Arm collective screw up and unless TSMC screws up, Intel can never recreate the conditions that allowed it to have hegemony in the PC and in the datacenter ever again. This is like the United States after Europe and Asia were destroyed after World War II, or Rome after the fall of Carthage. These are once in a lifetime opportunities for monopoly, and they just don’t come around again. The Holy Roman Empire was a pale shadow of the glory that was Rome. But still effective, mind you, give the times many centuries after the fall of Rome.”
Another article summarizing the sudden drop in financials as being due to capital offsets.
I will post a full commentary of the status in datacenter after AMD posts earnings tommorow.
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