The rise of AI is creating new variety in the chip market, and trouble for Intel
A big part of Nvidia’s recent success is the growing demand for its graphics processing units (GPUs), which turn personal computers into fast gaming devices, but also allow AI programs to gobble up the vast quantities of computing power that they generate.
The architecture of computing is fragmenting because of the slowing of Moore’s law. Intel has a near monopoly on the CPU market, but the CPU can no longer play catch up with custom chips.
Do you think it's time for the Intel to be paranoid agin and look for its survival? Or do you think these reports are highly exaggerated and the company should just be fine?