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this post was submitted on 07 Oct 2024
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Which means they're in a bubble because Nvidia's total assets (85B$) value is less than half of Intel's (205B$). I refuse to believe that the "potential for growth" of Nvidia is worth anywhere close to 120B$ in actual value even in the next 5 years. I see only two things here: either Intel is undervalued, or Nvidia is overvalued. I think it's both. When that bubble bursts it's going to hit very hard for a lot of people because it's the same thing as the other big tech companies (apple google meta etc) are all valued based on predictions and magic when the companies that have an actual intrinsic value are worth less
Intel is lagging behind AMD and NVidia with no sign of catching up. Meanwhile NVIDIA has a monopoly on AI.
It's no wonder NVIDIA is worth far more now.
Intel have shown signs of catching up by putting out a better iGPU than AMD's latest and greatest for laptop chips in certain games and most compute tasks. They've also put out one of the best laptop chips last month, they consume next to nothing while still having decent performance but go on I guess
Aren't the best handhelds using AMD iGPU's? The MSI Claw didn't exactly leave a great mark. The new Radeon 890m looks pretty killer for its power efficiency.
The cpus I'm talking about have released about a month ago, but until very recently AMD were the only good options for handhelds
Just checked the new release, you're right it's looking pretty good. The AMD variant is still ~11% ahead in many games but it's certainly much much closer than before. https://www.youtube.com/watch?v=IZkSoXPNBpA
This is mostly down to the drivers, and I am sure they will be much improved in the next few months, their driver is still very young and hopefully has lots of room for further improvement
Being best in one aspect of the laptop market is not going to save Intel. They are losing their grip on the server market. That's where the real money is, and once those customers go AMD, they are likely to stay there for the foreseeable future.
Intel has made some major strategic errors and may not be able to bounce back. At least, they won't bounce back with the company looking the same as it did. Their fabs need to be spun off to an independent subsidiary--which is apparently already underway--which will eventually be spun off entirely like AMD did with Global Foundries. The remaining company focuses on engineering. The resulting company won't have the same assets, but could potentially get them back to doing good work.
AMD's chiplet design has proven to be the way to go, and Intel has been struggling to replicate it across their entire lineup. I can get into the details of how genius it is, but suffice it to say that it lets AMD be extremely responsive to changes in the market in ways that were never possible before.
So is Intel undervalued? I don't think so. The market has decided their problems are so negative that it drags down the company below what their direct assets are actually worth, and the market is probably right. However, this is not a death sentence, and there are ways that the company can go on.
Is that why AMD is able to bring out those new amd4 chips for gaming even though they'd moved onto am5?
Or was that just amd having some am4 capacity left?
A little of both. The node that those am4 chips are running on is cheap, so why not?