Hardware

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submitted 1 day ago by Alphane_Moon@lemmy.world to c/hardware@lemmy.world

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[–] fubarx@lemmy.world 4 points 6 hours ago

Microsoft's already signalled they're leaning toward ARM, especially with AI NPUs.
Cloud providers are big into AMD.
There's no Intel phone or tablet story.
Nothing in embedded since they killed off Atom.
NVidia's eating their lunch on medium to high-margin GPUs. Gaudi is out there, but everyone's talking about H100s and 200s. Added insult to injury: getting dropped off of DJIA in favor of Nvidia.

If they kill off foundries, what else is left going forward? Enterprise servers? Their stake in Mobileye? Cheap laptops?

What am I missing?