But intel being "cooked" was a massive psyop. how was intel ever "cooked", when they were still designing, taping out, and delivering massive quantities of CPUs to DCs and consumer products?
AMD briefly gave them a run for their money, but it was nowhere near the catastrophe that bulldozer was, where the company basically needed rescuing. For a brief moment, they weren't a monopolist - that's all that happened, right?
AMD being circled by OpenAI makes sense since AMD makes NVidia knockoffs. that's objectively useful. Harddrive company make sense for storing weights and generative content. Marvell is networking...
what does QCOm present here, that openai or the AI scene at large needs? the only bet is robotics - but why on earth would I put some washed-up adreno into a 40kg man-sized apparatus which would very comfortably fit a H100?
