>>fancy_+(OP)
Agentic AI? How exactly does a chip manufacturer focus on agentic AI? Thats software. How does riding that hype bubble help them male better chips?
>>samrus+q4
Oh, I don't know. Maybe build chips that do things 10x more efficiently and sell them a lower cost to compete?
It _is_ a hype bubble but it is also an S-curve. Intel has missed the AI boat so far, if they are trying to catch up, I would encourage them to try. Building marginally better x86 chips might not cut it anymore.