That can't be the only factor at play though, right?. Otherwise people would never invest in companies with negative profits. The idea is that Intel spends this money now to drive future growth. I don't konw their financials though, maybe they're burning through those reserves much more than they anticipated. Or maybe something else I'm just throwing out uneducated guesses.
This is 5yrs of investment Only so long you can talk about the potential without yielding ROI. They could not have picked worse timing to try to enter the market either. As many here have observed. To date, it has been a unending series of miscues. Where does it end?
Intel finds itself in a position it is not accustomed to being in right now. 12th gen has underperformed in sales. 13th gen faces a dead socket, while the competition is about to launch another long term platform. Enterprise is being slowly stolen. Some have opined that Intel has its fingers in too many pies, and needs to focus and execute in the most important biz sectors. How much longer will management and share holders go along for the ride given the current market conditions and lowered income projections?
No one here is bashing Intel. The dGPU venture has been Keystone cops so far. Writing about what we have observed is hardly bashing, it is calling it like we see it.
Tom and Ryan The Damage Control Tour, has been a hoot. And all those comments from the "Intel says they are in it for the long haul" article were all from Tom right? IIRC he said
he believed everyone at Intel was of the same mind. They have both been like snake oil salesmen IMO. I could feel the weight of Intel's position in the industry during all their visits to the tech tubers. It was almost tangible. No one wants to call them liars, and
we all want another player in the GPU market. At some point hopes and dreams aren't enough. They have to deliver, and the first product out the door after half a decade of work, is going really rough so far.
People more educated and smarter than myself seem to think the R&D will payoff long term. But that the dGPU venture itself may need to be chloroformed.