The move to the cloud is bad for Intel. Intel should have resisted by beefing up the personal computing power and frighten people with privacy concerns. It's not yet too late. You can still scare the shart out of people and make them buy bigger computers for home.
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This.
Rather than having Intel engineers focused on catching up to TSMC, let’s get them pointed at hacking Google, Microsoft, and Amazon’s cloud to illustrate the lack of security.
Intel’s best bet is to act like criminals in order to get customers back, and hope they don’t get caught.
Guy has a point, does nobody recall the fappening? People really had the hunger games, if you know what I mean.
I do my taxes in a web browser which is Intel agnostic. Many friends just use an iPad.
Face it, client PC is dead. The remnants will be split amongst amongst Intel and AMD (which is correctly directing all investment to Epyc instead of PC)
Microsoft, FB, Amazon, Google and others are all doing their custom chips. Far cheaper to tune hardware with your system than pay exorbitant price and give profit to Intel.
No wonder Server and cloud is Phucked.
After the deluge of buys in personal computers the next two years will be bleak desert.
Intel has only just entered the valley of death.
Cloud is bad for Intel? Tell Microsoft (Azure), Amazon (AWS), and Nvidia (GPU cloud solutions) that cloud is bad.
Intel missed the boat...AGAIN.
For average homes, privacy is paramount. People buy PC just to do taxes. Can't Intel find apps that need offline computing power? Clapping along like a huge seal when its own dinner was stolen makes Intel look stupid.
Are you still using buggy whips, dial-up modems, and 8-track tapes? Please tell me what company you work for so I can short that stock.
Spoiler... just so this won't sneak up on you, the cloud is here, and is only going to grow exponentially for decades.
I run a little business and I can tell you cloud is fantastic. I have more then enough compute power on notebook to run AI even... I don't have to hire any IT guys and all the apps I have except for some AI and coding I do are all up in the cloud.
Compute power is dirt cheap and more then most average human can ever use. ARM based chips are better MIPs per watt so, really there is no need for IA in client devices of any kind.
It is kinda too late to fix this because Intel has missed every possible opportunity to grow new businesses in phone, graphics and AI. Good luck, keep strong. Intel will end up splitting off the mnfx when the IFS experiment ends.
It is bad, but also unstoppable, there was no way to prevent it - doing our best to go with the tide and monetize it was a smart move. It's similar with ARM migration in most client and some server applications, it will happen sooner or later, best we can do is to build up foundry to try to make some money to offset loses on x86.