The media write that the reason for this discrepancy is artificial intelligence. Broadcom has capitalized on the AI boom by creating strong demand for its chips. Intel, on the contrary, had difficulty adapting to new conditions. Its server processors lagged behind Nvidia, and it lost ground to AMD as it spent heavily building new factories.
Intel’s troubles culminated in the firing of CEO Pat Gelsinger on December 1, after four years of hard work (spoiler: it didn’t help the company).
Source: Ferra
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