Nvidia’s database CPU is not a challenger to Intel; it is the vision undergirding it that is the real threat.
Dan Wang returns to the Stratechery Daily Update interview to discuss what he has learned over the last year, the symbiosis of the U.S.-China relationship, and whether it will survive in the long run.
More Intel questions, including why anyone would choose to work with them. Then, Facebook wants to pull up the ladder on Section 230.
New Intel CEO Pat Gelsinger delivered a keynote with the right strategy, the right tactics, and most importantly, the right spirit to return Intel to success.
Apple crushed earning, thanks in large part to China. Then, an interview with Jay Goldberg about chips generally and Intel specifically.
That Intel is built to be integrated is precisely the problem, why Qualcomm bought a CPU team, and Netflix controls its own destiny.
Intel is in much more danger than its profits suggest; the problems are a long time in the making, and the solution is to split up the company.
Apple’s shift in differentiation shows how Intel went wrong; then, more notes on the M1, including Microsoft’s mysterious absence.
Apple is about the integration of hardware and software, but the balance between the two has shifted over time.
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.