The Irony Of AWS Being Intel's Latest Savior by TPM
The Next Platform, Tuesday, September 17th, 2024
Intel needs a whole lot of big wins for both its chip design and selling business and its increasingly arm's length foundry business if it is going to turn itself around and be competitive with AMD and Nvidia on the left hand and with Taiwan Semiconductor Manufacturing Co on its right.
So far, what Intel is able to demonstrate is a bunch of small wins, which are steps in the right direction but about all both the company's top brass and Wall Street can expect based on how far behind Intel fell in chip manufacturing techniques and therefore with its server and client CPUs, GPUs, and other kinds of compute engines.
We think that Pat Gelsinger, Intel's prodigal son from EMC and VMware who has come home to save the company, has been doing a some pretty effective fast talking to the hyperscalers and cloud builders as well as to interested parties in the political sphere.