Sekureva kwaNikkei, Intel Zvirongwa kuunganidza vanhu zviuru gumi nezvisere. Izvi zvinouya mushure mekunge kambani yashuma 85% gore-pagore-gore rinodonha mune yechipiri-kota purofiti neChina. Mazuva maviri chete apfuura, rival amd yakazivisa zvisingaitwe kuita performance inotungamirwa neakasimba kutengesa kweAI machipi.
Mumakwikwi anotyisa eAI machipi, Intel anotarisana nekuwedzera kukwikwidza kukwikwidza kubva kuAmd naNvidia. Intel yakakurudzira kuvandudzwa kweinotevera-chizvarwa machipisi uye kuwedzera mari yekushandisa pakuvaka ayo anogadzira zvidyarwa, achiisa dzvinyiriro pane purofiti yayo.
Kwemwedzi mitatu inopera June 29, intel yakataurwa mari yemadhora gumi nemaviri emadhora gumi nemaviri, a 1% gore-pagore-gore kuderera. Mari yemari yakakomberedzwa ne85% kusvika pamadhora mazana masere nemakumi matatu. Mukupesana, AMD yakashuma 9% kuwedzera kwemari kusvika pamadhora mazana mashanu emadhora neChipiri. Mari yemari yakawedzera ne19% kusvika pamadhora mazana mapfumbamwe nemakumi mashanu, inotungamirwa nemutengesi akasimba eAI data Center Chips.
Mumashure ekutengeserana kwemaawa musi weThursday, yemitengo yemasheya yemugodhi yakawa ne20% kubva pamutengo wekuvhara kwezuva, nepo amd naNvia vakaona zvishoma.
Intel Celo Pat Gelser Inosunungurwa Chief Cold Officer George Disvis akafunga kuti "kukura kwakakurumidza muzvigadzirwa zvedu zveAI, zvakakwirira-zvinotarisirwa-zvinodiwa nemabhizinesi asina kujairika, uye kukanganiswa kwenzira dzisina kujairika."
Sezvo nivia inowedzera inosimbisa nzvimbo yayo yekutungamira mune yeAI chip Nekudaro, kukura kwaAMD mumatare achangopfuura kwave kusimba zvakanyanya.
Naizvozvo, intel inovavarira kufadza uye kukwidziridzwa uye nemusika kukwikwidza "kuburikidza ne $ 10 bhiriyoni chirongwa kusvika 2025, kusanganisira kurara vanhu vangangoita zviuru gumi nezvisere, vachizvishandira gumi neshanu muzana muzana rese rekushanda.
"Mari yedu haina kukura sezvaitarisirwa - hatina kubatsirwa zvizere nezvinhu zvakasimba zvakaita saAi," Gelsinger akatsanangura chirevo kuvashandi veChina.
"Mitengo yedu yakwwaniso yakanyanya, uye mitezo yedu mibairo yakaderera kwazvo," akaenderera mberi. "Tinoda kutora chiitiko chakashinga kugadzirisa nyaya idzi mbiri, kunyanya tichifunga nezve kuita kwedu kwemari uye kunze kwehafu yechipiri ya2024, iyo yakaoma kupfuura yaimbotarisirwa."
Intel Celo Pat Gelsiner akaunza kutaura kune vashandi nezveCompany-Stage Shanduro yeTransformation.
Musi wa16 Nyamavhuvhu 1, 2024, zvichitevera chiziviso cheIntel's yechipiri-kota yemari yemari ye20024, CEO Pat Gelsiner yakatumira chiziviso chinotevera kuvashandi:
Timu,
Tiri kufambisa iyo-kambani-yekambani musangano kusvika nhasi, kutevedzera mari yekuwana, kwatichazivisa kukosha kwakakosha kwekudzora matanho. Isu tinoronga kuzadzisa madhora gumi emabhiriyoni emari mari nemari 2025, kusanganisira kugara vanhu vangangoita zviuru gumi nezvisere, izvo zvinokonzeresa 15% yezvegumi nehuwandu hwevashandi vedu vese. Mazhinji ematanho aya anozopedzwa pakupera kwegore rino.
Kwandiri, izvi zvinorwadza. Ndinoziva zvichave zvakatonyanya kukuomera iwe. Nhasi izuva rakaoma kwazvo kune intel sezvatiri kuita zvimwe zvakakosha shanduko dzakanyanya mukuchinja kwenhoroondo yekambani. Patinosangana mumaawa mashoma, ini ndichataura nezve nei tiri kuita izvi uye izvo zvaungatarisira mumavhiki anouya. Asi zvisati zvaitika, ini ndoda kuudza pfungwa dzangu.
Mukukosha, isu tinofanirwa kusimudzira chimiro chedu chemitengo nemhando dzekushandisa dzitsva uye nekuchinja maitiro maitiro atinoshanda. Mari yedu haina kukura sezvaitarisirwa, uye isu hatina kubatsirwa zvizere nezvinhu zvakasimba zvakaita seAI. Mari yedu yakanyanya kukwirira, uye mitezo yedu yemari yakaderera kwazvo. Isu tinofanirwa kutora chiitiko chakashinga kugadzirisa nyaya idzi mbiri, kunyanya kufunga nezve kuita kwedu kwemari uye maonero ehafu yechipiri ya2024, iyo yakaoma kupfuura yaimbotarisirwa.
Izvi zvisarudzo zvave kuri dambudziko rakakura kwandiri, uye ndicho chinhu chakaoma kwazvo chandakaita mubasa rangu. Ndinokuvimbisa iwe kuti mumavhiki nemwedzi inouya, isu tichagadzirisa tsika yekuvimbika, trarepency, uye ruremekedzo.
Vhiki rino Ndinotenda kuti tinoita sei kuti tishandise shanduko idzi dzakakosha sekuchinja kwavo, uye isu tichitsigira tsika dzemuviri panguva yose.
Kwakakosha Kwakakosha
Zviito zvatinotora zvinogadzira intel leaner, zviri nyore, uye nekambani yeaile. Rega ndirondedzera nzvimbo dzedu dzakakosha dzinotarisa:
Kuderedza mari yekushandisa: Tichafambisa kushanda uye kuita zvakaringana nekambani yese, kusanganisira iyo fungidziro yemutengo inochengetedza uye kuderedzwa kwevashandi.
Kurerutsa Chigadzirwa Chedu Chigadzirwa Portfolio: Tichazadzisa zviito kuratidza bhizinesi redu mwedzi uno. Imwe neimwe bhizinesi unit iri kuitisa ongororo yezvayo chigadzirwa portfolio uye kuratidza zvigadzirwa zvepasi pezvigadzirwa. Tichabatanidzawo kiyi software software mune edu ebhizinesi zvikamu kuti zviise shanduko kune system-yakavakirwa mhinduro. Isu tichamisa tarisiro yedu pamabasa mashoma, mamwe mabasa anowanzoita.
Kubvisa kuoma kunzwisisa: Tichaderedza zvimedu, tichawedzera mabasa zvakanyanya, isa basa risiri-rakakosha, uye vachisimudzira tsika yekuzvidavirira uye kuzvidavirira. Semuenzaniso, isu tichazadzisa dhipatimendi revatengi mukutengesa, kushambadzira, uye kutaurirana kurerutsa maitiro edu ekuenda-kumusika.
Kuderedza Capital uye Mamwe Mari: Nekupedzisa kweChezhasi Yedu Nhoroondo Shanu-Node RoadMap, isu tichaongorora mapurojekiti ese anotanga kutarisisa kutarisisa kwedu kune capital yekubudirira uye yakajairwa mari yekupora. Izvi zvichaguma nekudzikiswa kweanopfuura makumi maviri muzana mune yedu 202 capital mashandisiro, uye isu tinoronga kuderedza isiri-inoshanduka kutengesa mitengo yemari yemadhora mazana maviri nemakumi maviri nemakumi maviri nemashanu.
Kumisa Govutsira Paytouts: Kutanga Inotevera Quarter, isu tichazomisa dhizhivha kubhadhara kwekutangisa mari yekudyara kwebhizimusi uye kuwana zvakanyanya kutsigira.
Kuchengeta Kukura Kwekudyara: yedu IDM 2.0 zano rinoramba risina kuchinjika. Mushure mekushanda kwekuvakazve injini yedu yekunobatsira, isu ticharamba tichiisa pfungwa pakudyara mune tekinoroji tekinoroji uye kutungamira kwehutungamiriri.
Remangwana
Ini handifunge kuti nzira iri pamberi ichave yakatsetseka. Kana iwe pachako. Nhasi izuva rakaoma kwatiri tese, uye kuchave nemazuva mazhinji akaoma ari mberi. Asi kunyangwe nematambudziko, isu tiri kuita shanduko dzinodiwa kuti tisimbise kufambira mberi kwedu uye kuunza nguva itsva yekukura.
Sezvo isu tinosimudzira rwendo urwu, tichifanira kuramba tichida, tichiziva kuti intel inzvimbo iyo mazano makuru anozvarwa uye simba rekugona kunogona kukunda chimiro cheQO. Mushure mezvose, chinangwa chedu ndechekugadzira tekinoroji inoshandura nyika uye inovandudza hupenyu hwevanhu vese vari papasi. Isu tinoedza kuwedzera izvi zvinangwa zvinopfuura chero rimwe kambani munyika.
Kuti tizadzise chinangwa ichi, tinofanira kuramba tichidzinga IDM yedu 2.0 zano, izvo zvinoramba zvisina kuchinjika: kugadzirisazve maitiro ehunyanzvi; Kudyara mune yakakura-chiyero, vagari venyeredzi vane simba rekupa neneni kuburikidza nekuwedzera kugona kunogadzira mikova muUS neEU; Kuva Nyika-Kirasi, Kucheka-Kucheka Kwemucheto Kwevatengi Vomukati uye Kunze; kuvakwazve chigadzirwa portfolio hutungamiri; uye kuwana Ubiquitous Ai.
Kwemakore mashoma apfuura, isu takavakazve injini inosimbisa, iyo yave zvakanyanya munzvimbo uye inoshanda. Yasvika zvino nguva yekutarisa pakuvaka injini ine mari yekudzinga kukura kwedu kuita. Isu tinofanirwa kuvandudza kuurayiwa, kuenderana nezvinhu zvitsva zveMusika, uye kushanda nenzira ine udyire. Uyu ndiwo maitiro atiri kutora danho - tinoziva kuti sarudzo dzatinoita nhasi, asi dzakaoma, dzinozowedzera kugona kwedu kushandira vatengi uye kurima bhizinesi redu mumakore anouya.
Sezvo isu tinotora danho rinotevera parwendo rwedu, ngatirege kukanganwa kuti zvatiri kuita hazvina kumbobvira zvakakoshesa kupfuura zvarava izvozvi. Nyika ichawedzera kuramba ichivimba neSilicon kuti ishande - interi ine hutano, ine hutano inodiwa. Ndokusaka basa ratinoita rakakosha kwazvo. Hatisi kungoisa kambani huru chete, asi zvakare kugadzira tekinoroji uye kugadzira kugona kunogadzirisa nyika kwemakumi emakore kusvika. Ichi chimwe chinhu chatisingakwanise kurasikirwa nekuona kwekutsvaga kwedu zvinangwa zvedu.
Tichaenderera mberi nekukurukurirana mumaawa mashoma. Ndokumbirawo muuye nemibvunzo yenyu kuti tigokwanisa kuve nekurukurirano yakavhurika uye yekutendeseka nezvezvinouya zvinotevera.
Kutumira Nguva: Aug-12-2020