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That could be in Intel’s favor if this becomes an example of “deworsification”. Something to be said about focusing purely on one use-case.


Intel's been moving in the direction of launching a discrete GPU line for years: https://www.theverge.com/2020/1/9/21058422/intel-dg1-discret...

And I'd hardly call Intel focused on one use-case. They seem to have their hands in all sorts of random-as-heck product lines like IoT devices and such, most of which rarely see much long-term support.


The random stuff at Intel are usually little experiments to see how complimentary tech drives Xeon sales. When they pitched IoT stuff, the real "sale" was to get Intel-based edge devices in place to herd the IoT. And to get "intel" about what customers are planning in the place around opportunities/threats like 5G.

I think that effort in particular (about 5 years ago for me) was a warning sign about Intel -- they didn't internalize that your smart water meter would have a chip beefy enough very soon to connect to a cellular or other long range network and just hit a cloud endpoint.


I think they mean that Nvidia / ARM are currently each focusing on what use case and a merger could make them worse at both.




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