New Intel statements reveal that Arrow Lake will be significantly more power efficent than Raptor Lake and won't succumb to Raptor Lake's stability issues.
I think in 12-18 months, if they won’t come up with something radically new (i.e. not modest refinements of the latest LLM model), the bubble will pop.
They have to get a return on this massive capital spend and I bet opex spend (salaries for people with relevant experience must be insane these days) is no joke as well.
At some point they will have to show ROI; something they have failed to do so far.
My issue is they’re not really hiring more engineers, but they are increasing the workload. I think that’s the main driver to all of the microcode failures intel has been dealing with.
I think in 12-18 months, if they won’t come up with something radically new (i.e. not modest refinements of the latest LLM model), the bubble will pop.
They have to get a return on this massive capital spend and I bet opex spend (salaries for people with relevant experience must be insane these days) is no joke as well.
At some point they will have to show ROI; something they have failed to do so far.
My issue is they’re not really hiring more engineers, but they are increasing the workload. I think that’s the main driver to all of the microcode failures intel has been dealing with.
Agreed on all points! Already talk of openai’s huge running costs and vedors are scrambling to try and monetise.