> The deal also reflects a lack of other options for the Biden administration: Pentagon officials have insisted on sourcing cutting-edge semiconductors from an American company, and Intel is the only US maker of advanced processors.
This is what failing to secure competition in a sector can lead to: Oligopolies are inherently risky. Good (mostly for a rent-extracting few) while the sailing is good, but not resilient in turbulent weather
While there are many factors at play when looking at the path of such a large and centrally placed corporate entity, a key aspect of Intel's decline must be the long stagnation of the Wintel era.
Intel's missing out on both the mobile and numerical computing (dont call me "AI") revolutions share this in common: they did not fit the Microsoft dominated universe / cashcow of so many decades.
Its a delicious twist plot that Microsoft seems to be escaping from that Wintel tomb of their own creation (or at least faking it well enough for a government job), while Intel needs to scrape the bottom of the barrel.
This is what failing to secure competition in a sector can lead to: Oligopolies are inherently risky. Good (mostly for a rent-extracting few) while the sailing is good, but not resilient in turbulent weather
While there are many factors at play when looking at the path of such a large and centrally placed corporate entity, a key aspect of Intel's decline must be the long stagnation of the Wintel era.
Intel's missing out on both the mobile and numerical computing (dont call me "AI") revolutions share this in common: they did not fit the Microsoft dominated universe / cashcow of so many decades.
Its a delicious twist plot that Microsoft seems to be escaping from that Wintel tomb of their own creation (or at least faking it well enough for a government job), while Intel needs to scrape the bottom of the barrel.