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The Fine Print: The following comments are owned by whoever posted them. We are not responsible for them in any way.
byTony Isaac ( 1301187 ) writes:
Even Intel, after years of decline, can't keep up.
I'm not a person who denies the usefulness of AI. But there is a ton of garbage ideas out there that will never pan out. But in the short term, all those garbage-AI-idea startups are still needing lots of computers and chips. But a whole lot of them will go out of business, leaving behind perfectly good hardware that can be bought up at fire sale prices. Let the good times roll, because soon, they'll be a distant memory.
byTablizer ( 95088 ) writes:
I forecast Intel will belly up when the AI bubble crash depresses the entire IT industry.
That is unless The Orange One wants the gov't to own even more of Intel: socialism, wooopyy!
However, the backlog of people who want to buy PC's but delay due to high prices may actually give Intel a boost after the crash, as people start buying regular equipment again.
bysg_oneill ( 159032 ) writes:
Someone will buy it. That sheer volume of IP and physical assets wont simply slip below the waves, someone will acquire it. I mean shit, Intel actually has Fabs. No doubt debt levered to hell and back, but Fabs none the less. My guess is Nvidia would be eyeing it off hungrily, and so would AMD, although AMD would face serious regulatory hurdles being that such an acquisition would create a true monopoly.
byedi_guy ( 2225738 ) writes:
I looked it up and that revenue/debt ratio for Intel is not good.
INTEL Revenue: $53.4B Long term debt: $44B
AMD Revenue: $32B Long term debt: $2.4B
NVDIA Revenue $187B Long term debt: $7.5B
Maybe they are sitting on a pile of 2% corporate bonds, like a Boomer holding a mortgage, but still, that debt is an anchor.
Near term I would say Intel benefits greatly from current administration interference in free-markets, if Apple is 'encouraged' to buy 14A chips, if other firms are '
bysg_oneill ( 159032 ) writes:
Theres a spiralling list of datacenter cancellations going on right now. Some 25 at last count. Not a lot in the scheme of things, but the number keeps growing. I'd say the opening motions of this little symphony of ruination have already started.
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