Category: Analyst Decoder Ring
Posted Date:
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Intel – How Much Would it Take?
By our math Intel needs $20 billion to $30 billion to get back on its feet. A big number, but bridgeable. And we do not think the US government should provide that…
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How to Build in a Server in 100 Easy Steps
A couple people recently asked us about the logic behind AMD’s proposed acquisition of ZT Systems. Yesterday we wrote about the growing complexities of installing AI clusters. Since these two topics are…
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Intel – Reality
The market will need an alternative to TSMC. Intel is the only viable path to that currently. Splitting up the company risks sinking both sides of the business.
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Intel’s Gathering Storm
Intel has a plan to fend off the activists, but the attack is likely coming anyway, and that is going to be a messy process. a
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Data Center Wallet Share Update Q2
Nvidia reported earnings yesterday. We do not need to recap those since we imagine all of you were attending watch parties for the event. But we do want to update our quarterly…
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AMD acquires ZT ?!?
The strategic rationale behind AMD acquiring ZT makes sense, to a point, but $5 billion is a lot to pay, especially when the true value of the transaction relies heavily on the…
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What Should Intel Do Now?
We have spent much of the past week digging into Intel (and here and here). So we want to end the week, if not on a high note, at a least a…
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Intel: First Time for Everything
Intel looks set to break the financial threshold beyond which no company has ever been able to stay in the race keeping up with Moore’s Law.
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Well that was a quarter… Intel misses…by a lot
The fact that Intel had a bad quarter is not that surprising. What is surprising is the extent to which management does not seem to have a handle on how to communicate…
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Arm Earnings – Reality vs Expectation
Arm reported a good quarter, but at their multiple, in this market, that was not enough for the Street.
