Intel has been overly reliant on pc/laptop sales with vendors like dell, etc for their company history.
Wallstreet pretty stupid if they still don’t understand that there’s a tug of war between pc and data center. If ram, etc are being used up by data centers, pc components won’t be sold. A downturn in pc sales are a given for data center growth.
intel’s sales to datacenters and their foundry services (making other people’s chips) are larger than their sale of chips for PCs, has been for over a year now. Even a decade ago intel only made slightly more from PC sales than they did datacenters. They’ve been huge in the server world ever since Lin-tel systems devoured sun’s market share in the 2000s.
Intel has been overly reliant on pc/laptop sales with vendors like dell, etc for their company history.
Wallstreet pretty stupid if they still don’t understand that there’s a tug of war between pc and data center. If ram, etc are being used up by data centers, pc components won’t be sold. A downturn in pc sales are a given for data center growth.
intel’s sales to datacenters and their foundry services (making other people’s chips) are larger than their sale of chips for PCs, has been for over a year now. Even a decade ago intel only made slightly more from PC sales than they did datacenters. They’ve been huge in the server world ever since Lin-tel systems devoured sun’s market share in the 2000s.