Sekureva kwaNikkei, Intel inoronga kudzinga vanhu zviuru gumi nezvishanu (15,000). Izvi zvinoitika mushure mekunge kambani iyi yashuma kudzikira kwe85% pagore mupurofiti yayo mukota yechipiri neChina. Mazuva maviri chete apfuura, AMD yakazivisa mashandiro anoshamisa nekuda kwekutengeswa kwakasimba kwemachipisi eAI.
Mumakwikwi akasimba emachipisi eAI, Intel inotarisana nemakwikwi akasimba kubva kuAMD neNvidia. Intel yakakurumidzisa kugadzirwa kwemachipisi echizvarwa chinotevera uye yakawedzera mari yekushandisa pakuvaka mafekitori ayo ekugadzira, zvichiisa kumanikidzwa papurofiti yayo.
Kwemwedzi mitatu yakapera musi wa29 Chikumi, Intel yakashuma mari inosvika mabhiriyoni gumi nemaviri emadhora ($12.8 bhiriyoni), kudzikira kwe1% pagore. Mari inowanikwa yakadzikira ne85% kusvika mamiriyoni mazana masere nemakumi matatu ($830 miriyoni). Kusiyana neizvi, AMD yakashuma kuwedzera kwe9% kwemari inowanikwa kusvika mabhiriyoni mashanu nemakumi masere emadhora ($5.8 bhiriyoni) neChipiri. Mari inowanikwa yakawedzera ne19% kusvika mabhiriyoni gumi nerimwe emadhora ($1.1 bhiriyoni), zvichikonzerwa nekutengeswa kwakasimba kweAI data center chips.
Mukutengeserana mushure memaawa ekushanda neChina, mutengo wemasheya eIntel wakaderera ne20% kubva pamutengo wekupedzisira kwezuva, ukuwo AMD neNvidia zvakaona kuwedzera kudiki.
Mukuru weIntel, Pat Gelsinger, akati mumashoko ake kuvatori venhau, "Kunyange zvazvo takawana matanho makuru ekugadzira zvigadzirwa nemaitiro, mashandiro edu emari muchikamu chechipiri chegore aiodza mwoyo." Mukuru wezveMari, George Davis, akati kupfava kwechikamu chegore ichi kwakakonzerwa "nekukura kukuru kwezvigadzirwa zvedu zveAI PC, mitengo yakakwira kupfuura yaitarisirwa ine chekuita nemabhizinesi asiri epamusoro, uye kukanganisa kwesimba risingashandiswe zvakanaka."
Sezvo Nvidia ichiramba ichisimbisa chinzvimbo chayo chepamusoro mumunda weAI chips, AMD neIntel vanga vachikwikwidzana panzvimbo yechipiri uye vachibhejera pamakomputa anotsigirwa neAI. Zvisinei, kukura kwekutengesa kweAMD muzvikamu zvidiki zvapfuura kwave kwakasimba zvikuru.
Saka, Intel ine chinangwa che "kuvandudza mashandiro akanaka uye kukwikwidzana mumusika" kuburikidza nehurongwa hwemadhora mabhiriyoni gumi emadhora ekuchengetedza mari panosvika gore ra2025, kusanganisira kudzinga vanhu vanosvika zviuru gumi nezvishanu, zvichireva 15% yevashandi vayo vese.
"Mari yatakawana haina kukura sezvataitarisira—hatina kubatsirwa zvizere nemaitiro akasimba akadai seAI," Gelsinger akatsanangura mumashoko ake kuvashandi neChina.
"Mari yatinoshandisa yakakwira zvakanyanya, uye purofiti yedu yakaderera zvikuru," akaenderera mberi achiti. "Tinofanira kutora matanho akashinga ekugadzirisa nyaya idzi mbiri—kunyanya tichifunga nezvekushanda kwedu kwemari uye tarisiro yehafu yechipiri yegore ra2024, iyo iri kuoma kupfuura zvaitarisirwa kare."
Mukuru weIntel, Pat Gelsinger, akapa hurukuro kuvashandi nezvechirongwa chekuchinja chekambani padanho rinotevera.
Musi wa1 Nyamavhuvhu, 2024, mushure mekuziviswa kwemushumo wezvemari wekota yechipiri weIntel wegore ra2024, CEO Pat Gelsinger akatumira chiziviso chinotevera kuvashandi:
Chikwata,
Tiri kuendesa musangano wemakambani ese nhasi, tichitevera chikumbiro chekuwana mari, uko tichazivisa matanho akakosha ekuderedza mari. Tinoronga kuchengetedza mari inosvika mabhiriyoni gumi emadhora panosvika gore ra2025, kusanganisira kudzinga vanhu vanosvika zviuru gumi nezvishanu, izvo zvinoumba 15% yevashandi vedu vese. Mazhinji ematanho aya achapedzwa panopera gore rino.
Kwandiri, aya mashoko anorwadza. Ndinoziva kuti zvichanyanya kuoma kwamuri mose. Nhasi izuva rakaoma zvikuru kuIntel sezvo tiri kusangana nemamwe ekuchinja kukuru munhoroondo yekambani. Patichasangana mumaawa mashoma anotevera, ndichataura nezvekuti sei tiri kuita izvi uye zvamunogona kutarisira mumavhiki anotevera. Asi ndisati ndadaro, ndinoda kugovera pfungwa dzangu.
Muchidimbu, tinofanira kuenderana nehurongwa hwedu hwemari nemaitiro matsva ekushanda uye kuchinja zvakanyanya mashandiro edu. Mari yedu haina kukura sezvaitarisirwa, uye hatina kubatsirwa zvizere nemaitiro akasimba akadai seAI. Mari yedu yakakwira zvakanyanya, uye purofiti yedu yakaderera zvakanyanya. Tinofanira kutora matanho akashinga ekugadzirisa nyaya idzi mbiri—kunyanya tichifunga nezvekushanda kwedu kwemari uye tarisiro yehafu yechipiri yegore ra2024, iyo iri yakaoma kupfuura yaitarisirwa kare.
Sarudzo idzi dzave dambudziko guru kwandiri, uye ndicho chinhu chakaoma zvikuru chandakaita mubasa rangu. Ndinokuvimbisai kuti mumavhiki nemwedzi inotevera, tichaisa pamberi tsika yekutendeseka, kujekesa, uye kuremekedzana.
Vhiki rinouya, tichazivisa hurongwa hwekurega basa hwakavandudzwa hwevashandi vanokodzera mukambani yese uye tichapa chirongwa chekuzvidira chekuparadzanisa vashandi. Ndinotenda kuti mashandisiro atinoita shanduko idzi akakosha sekuchinja kwacho pachako, uye tichachengetedza tsika dzeIntel mukati menguva yese.
Zvinhu Zvinokosha
Matanho atiri kutora achaita kuti Intel ive kambani isina kuoma, iri nyore, uye inokurumidza kushanda. Regai nditaure nezvenzvimbo dzatinofanira kutarisa:
Kuderedza mari yekushandisa: Tichaita kuti kambani yese ishande zvakanaka uye ishandise mari zvakanaka, kusanganisira kuchengetedza mari yataurwa pamusoro apa uye kuderedza vashandi.
Kurerutsa zvigadzirwa zvedu: Tichapedzisa matanho ekuita kuti bhizinesi redu rive nyore mwedzi uno. Chikamu chega chega chebhizinesi chiri kuita ongororo yezvigadzirwa zvaro uye kuona zvigadzirwa zvisina kushanda zvakanaka. Tichabatanidzawo zvinhu zvakakosha zvesoftware muzvikamu zvebhizinesi redu kuti tikurumidze kuchinja kune mhinduro dzakavakirwa pasystem. Tichaderedza kutarisa kwedu pamapurojekiti mashoma, ane simba rakawanda.
Kubvisa kuomarara: Tichaderedza zvinhu, kubvisa mabasa anopindirana, kumisa mabasa asina kukosha, uye kusimudzira tsika yekuva muridzi wezvinhu uye kuzvidavirira. Semuenzaniso, tichabatanidza dhipatimendi rekubudirira kwevatengi mukutengesa, kushambadzira, uye kutaurirana kuti tiite nyore maitiro edu ekutengesa.
Kuderedza mari yekushandisa mari nezvimwe: Nekupedzwa kwegwara redu renhoroondo remakore mana rine node mashanu, tichaongorora mapurojekiti ese ari kushanda nezvinhu kuti titange kushandura pfungwa dzedu pakushanda zvakanaka kwemari uye kushandisa mari zvakajairwa. Izvi zvichaguma nekuderedzwa kweanopfuura 20% mumari yatinoshandisa muna 2024, uye tinoronga kuderedza mari yekutengesa isingachinji neinenge $1 bhiriyoni panosvika 2025.
Kumisa kubhadhara migove: Kutanga kota inotevera, tichamisa kubhadhara migove kuti tiise mari mubhizinesi pakutanga uye kuti tiwane purofiti inoenderera mberi.
Kuchengetedza mari yekudyara mukukura: Maitiro edu eIDM 2.0 haachinje. Mushure mekuedza kuvakazve injini yedu yekugadzira zvinhu zvitsva, ticharamba tichitarisa pakudyara mu tekinoroji yemaitiro uye hutungamiriri hwechigadzirwa chikuru.
Ramangwana
Handifungi kuti mugwagwa uri mberi uchava wakasununguka. Iwewo haufaniri kudaro. Nhasi izuva rakaoma kwatiri tose, uye kuchava nemazuva akaoma ari mberi. Asi pasinei nematambudziko, tiri kuita shanduko dzinodiwa kuti tisimbise kufambira mberi kwedu uye tiunze nguva itsva yekukura.
Sezvatinotanga rwendo urwu, tinofanira kuramba tine chinangwa, tichiziva kuti Intel inzvimbo inozvarwa pfungwa huru uye simba rezvingangoitika rinogona kukunda mamiriro ezvinhu aripo. Pamusoro pezvose, basa redu nderekugadzira tekinoroji inochinja nyika uye inovandudza hupenyu hwemunhu wese ari pasi pano. Tinoedza kuratidza pfungwa idzi kupfuura chero imwe kambani pasi rose.
Kuti tizadzise basa iri, tinofanira kuramba tichifambisa hurongwa hwedu hweIDM 2.0, husina kuchinja: kudzoreredza hutungamiriri hwetekinoroji yemaitiro; kuisa mari mumaketani makuru ekutengesa akasimba pasi rose kuburikidza nekuwedzera kugona kwekugadzira muUS neEU; kuva chivakwa chepasi rose, chemhando yepamusoro chevatengi vemukati nevekunze; kuvakazve hutungamiriri hwezvigadzirwa; uye kuwana AI iri kwose kwose.
Mumakore mashoma apfuura, takavakazve injini itsva inochengetedza magariro, iyo yava kushanda zvakanyanya. Yasvika nguva yekutarisa pakuvaka injini yemari inochengetedza magariro kuti tifambise mberi kukura kwebasa redu. Tinofanira kuvandudza mashandiro edu, kugadzirisa mamiriro ezvinhu matsva emusika, uye kushanda nenzira iri nyore. Uyu ndiwo mweya watiri kutora matanho—tinoziva kuti sarudzo dzatinoita nhasi, kunyange dzakaoma, dzichawedzera kugona kwedu kushandira vatengi uye kukura kwebhizinesi redu mumakore anotevera.
Sezvatinotora danho rinotevera parwendo rwedu, ngatisakanganwe kuti zvatiri kuita hazvina kumbobvira zvava zvakakosha kupfuura zvazviri ikozvino. Nyika ichawedzera kuvimba nesilicon kuti ishande—Intel ine hutano uye ine simba inodiwa. Ndokusaka basa ratinoita richikosha zvikuru. Hatisi kungogadzira kambani huru chete, asiwo kugadzira tekinoroji nehunyanzvi hwekugadzira huchagadzira nyika itsva kwemakumi emakore anotevera. Ichi chinhu chatisingafaniri kukanganwa nezvacho patinenge tichizadzisa zvinangwa zvedu.
Ticharamba tichikurukura mumaawa mashoma anotevera. Ndapota uyai nemibvunzo yenyu kuitira kuti tikwanise kukurukura pachena uye nekuvimbika nezvezvinotevera.
Nguva yekutumira: Nyamavhuvhu-12-2024