$Intel (INTC.US)$ just one good news and this will pump so h...

Sailang Kitty : This is like Nokia, blackberry and Yahoo if it doesn’t change in the next few years

财神老爷 Sailang Kitty : X86 is hard to be eliminated by the market, after all, this is what global office workers need... The only thing dragging it down is the outsourcing business, it must abandon the outsourcing business and focus on the X86 asia vets era... Currently in the market, X86 architecture is only dominated by Intel and AMD, no one has been able to replace these two pc businesses...

Sailang Kitty 财神老爷 : It's not worth the price to rely solely on x86, at least not for this price point.

tataru Sailang Kitty : They don't understand that the computational landscape had already changed , GPU first , cpu second. On the cpu side arm is taking over non power users which is like almost all normal office workers and if NV can use arm chips to powered Blackwell servers which means the significance of X86 even for power users are diminishing , just a matter of time before it's a niche use case. Yep , as long as Intel doesn't have competitive and innovative products it's downhill all the way

Sailang Kitty tataru : That’s the point. Historically CPU always comes first but that’s no longer the case. Adding ARM into the equation (which Intel was so slow to compete with) and you have a disaster. Intel has been the giant cause it was vertically integrated, but it’s too slow to pivot in the past many years