It feels like Intel still don't have the focus. If they plan to beat AMD in CPU and Nvidia in GPU they need laser focus on what is their niche. Like every small company trying to beat big guys you have to understand what is your niche. Intel lost it in all those years of dominance.

2) GPUs - Falcon Shores cancelled (I assume they wouldn't be competitive) and focus is now on Jaguar. Those fast cycles in GPU generations are just too fast for Intel. And based on the parameters Intel assumes they will compete with H100 in 2-3 years? Nvidia will be at that time 2 generations ahead.

Yes there are some positive signs however - 1) CPUs - still very much behind in terms of amounts of cores per CPU. Diamond Rapids with 182 cores pushed out behind 2026(AMD has 192 cores in 2024). I know cores is not everything but for most of enterprises amount of cores is THE number they decide on.

I listen barely any podcasts but I try never miss your new episodes. Finally managed to listen this episode and it is one of the best ones. So much goodness there.

It teaches also one important lesson which I very often remind to my team: "Necessity is the mother of innovation". That's important not just for your career but for life in general.