Intel just has to make a decent/mediocre GPU with 64GB+ memory at a $500 price point and they will instantly become the defacto local transformer leader. It's a true "build it and they will come" situation.

Undercut the big boys with affordable on-prem AI.

I think the issue is that Intel has a culture and focus. It is cpus. It is a large company and this is where the revenue comes from and it has momentum.

There are a lot of strategic shifts Intel could do but their timeline to paying off at the scale Intel needs is very long.

What I see is a bunch of endeavours that get killed off too quickly because they were not paying off fast enough and this creates mistrust in the community around Intel’s new initiatives that are not core that make them harder to succeed going forward. It is a bit of a death spiral.

Basically big companies find it hard to learn new tricks when their core offering starts to fail. The time to learn new tricks was a while ago, now it is too late.

>The only stupid thing they did was not getting into GPUs earlier

Intel has been "getting into" GPUs for two decades now going back to Larrabee. They are just not good at it.

Yeah that was so stupid of them to not see into the future and predict AI.