CEO really has no vision and product teams are designing same cpus they did 20 yrs ago just change names add caches sse, avx... use new process if available ...just like Pepsi tries to sell you drink for all needs...
For AI, there is no strategy from sw, compilers, libraries, silicon design on how to use asic and FPGAs to retrain along with asic.. we are just singing Vnni/avx tune.. power equation is left for customer to figure.
On security, we really have nothing to respond to AMDs sev with.. this is after we purchased mcaffee and sold it..
On driverless cars, there is no plan on how to address security and isolate accountability (hw bug, sw fault, use of incorrect analytics on servers collecting data from cars using 5g)... sensor issue etc...
Tesla has maximum data on driver less cars and they have no desire to share it with intel for any reason. Intel wants to call itself a data company where they facilitate data transfer processing etc.. but focus is not on taking risks putting bold bets on new architectures (after itanium failure we became risk averse), look for bold new ways to program for AI models etc... just saying data company with no real effort to do anything different will not make us a 300 billion company.
IOTG has no idea on how to develop low power secure protocols to collect and manage sensor data ... Intel has no sensors and we are selling essentially pentium as iotg silicon... no innovation or value add what so ever.. sw is essentially Linux.
Whole operation is essentially a paste operation where ideas are coming from other companies and we are trying to catch up by copying...
No coherent strategy to integrate asic+ fpga + wireless + high grade fault tolerant sw + clear messaging on reliability ( intel never says we will pay x amount for any bug that breaks trust) .. it is essentially patching by SW or ignore... we are looking to make it a company that can drive cars and solve critical customer issues using AI but platforms are essentially the same motherboard with pci slots and cpus... sw is bios... rest is google AI tensor code optimized using avx... open source contributions have no customizations for customers processing telecom, AI or driverless car data processing... we want to show benchmarks with platform ... 10% better is enough ...
We need CEO to say how do we get to 500% in every 5 years by architectural innovation. There is no path/products to 3 nm it 1 nm.. after 7nm it is 5nm and then silence...
At same process race to bottom will commoditize cpus to 30 cent to a $15 part in 10 years...