I have endless admiration for Lisa Su, but lets be honest, the reason AMD and Nvidia are so big today is that Intel has had amazingly bad management since about 2003.
They massively botched the 32-bit to 64-bit transition....I did some work for the first Itanium, and everybody knew even before it came out that it would never show a profit. And they were contractually obligated to HP to not make 64-bit versions of the x86....so we just had to sit there and watch while AMD beat us to 1 Gigahertz, and had the 64-bit x86 market to itself....
When they fired Pat Gelsinger, their doom was sealed. Thank God they hired him back, but now they are in the same position AMD and Nvidia used to be in: Intel just has to wait for Nvidia and AMD to have bad management for two straight decades....
They massively botched the 32-bit to 64-bit transition....I did some work for the first Itanium, and everybody knew even before it came out that it would never show a profit. And they were contractually obligated to HP to not make 64-bit versions of the x86....so we just had to sit there and watch while AMD beat us to 1 Gigahertz, and had the 64-bit x86 market to itself....
When they fired Pat Gelsinger, their doom was sealed. Thank God they hired him back, but now they are in the same position AMD and Nvidia used to be in: Intel just has to wait for Nvidia and AMD to have bad management for two straight decades....