Thread regarding Intel Corp. layoffs

McDonad can save Intel to use its fabs to cook potato chips more reliably and more crunchy.

lol if you thought Gelsinger was a fraud, then Altman is 10X more and he’s an arrogant pr--k too

I dunno.

I'm not sure that Altman / OpenAI would do a deal with Intel, but I do think Altman is the kind of guy that looks at the big picture and sees that NVidia's effective monopoly is an impediment to OpenAI's progress, and a heavy tax. Like Amazon looked at the Post Office, and said, "we can do better and cheaper" than that. Gutsy, big decisions.

I think Altman would indeed re-write his stack or clone CUDA - whatever it took.

Here's two articles that are interesting:

https://www.wired.com/story/openai-buy-ai-chips-startup-sam-altman/
https://www.theverge.com/2024/1/19/24044319/openai-chip-manufacturing-fundraising

It would be crazy to re-write all his software in order to compete with his critical supplier.

India will not save anything. It brags about their IT professionals, but there isn't a single tech company from India, or at least one operating at a global scale. They have no history in investing in tech firms, so therefore, there is no indication they'd save anybody. The only thing India is proud about is that it's doing slightly better than its neighbors.

Openai is not going to design their own chips because they'd have to put into the effort to recreate CUDA's ecosystem. OpenCL is not used in the ML community and is far behind CUDA. Pytorch does not work with OpenCL. Stable Diffusion does not fully support OpenCL.

I find this comment formalizes my own belief:

"Software is dis-intermediating any particular hardware architecture, probably in favor of open designs"

I'm beginning to think Foundries are about as se-y as a steele mills. One big ding on this last, or maybe previous earnings call were big losses tied to the existing Intel foundries. Will these losses "scale" with more capacity associated to the CHIPs deal? I don't understand how this is supposed to play out, given all we know.

All this to say that from a chip/system design perspective, catering to all OSs, and differentiated capabilities/unique requirements. Would you say companies like ARM are in a sweet spot?

The (fake) messiah worship from tech people is just wild to me. If it's not Keller, it's Musk, or Altman, or Hock Tan that are the only people that can save us! They and they alone!

So many of you are little more than easily duped marks.

I hope not. X86 is dead, Moores law is dead. Intel should die.

Modi. Exactly. India. China.

If the price gets low enough, someone might swoop in and buy Intel for the IP and then sell off the rest.

And yes, to much of the world, Intel IP is still very valuable.

Have anyone already found a non-gimicky usage for AI beside creating fishing emails? Where are all the protein-folding cancer medications that they promised that AI will find in a nanosecond?

Why would OpenAI lock itself to one (failing) vendor?? The AI race is so hot that falling behind for even a quarter can be fatal especially as OpenAI is competing with cash endowed competitors in Google, MSFT, Meta.

Even if there was a strange business case to be made for OpenAI to buy Intel, I dont see why OpenAI would even attempt to absorb a fractious and fragile Intel - and losing its focus on the AI Race.

Openai just uses Nvidia GPUs.

That is not the point. They do now. So what? Software is dis-intermediating any particular hardware architecture, probably in favor of open designs, as Jim Kelly says.

Open-AI could design their own chip, or clone Nvidia's architecture. The question is, how would they turn it into Silicon? TSMC? Intel? Other?

Hello ?!? wasn't PG hired to be the savior ?

The only one coming is private equity or activity hedge funds that will strip the company and downsize it by 80%.

Intel has more value if you break it up and strip the fat.

Openai just uses Nvidia GPUs.

No one is coming to save Intel.

Not Elon.
Not Altman.
Not Jen Hsun.
Not Andy Grove’s ghost.