Intel Corp (INTC)

[borusa]

(4) The other bizarre thing yesterday is that the Microsoft server move to ARM hardly impacted AMD stock price. Though this is peripheral to Intel, shouldn't this Microsoft "move" impact AMD heavily as well? I ask this because I am left wondering how much role the hedge funds or other big investors have in promoting this rumor as a big strike against Intel.

ML and AI are the sweet spot for ARM and also RISC V. X86 just has too much baggage. AMD started working on an ARM project before 2014, but it must have been shelved. There has been no announcement to cancel. I don't know if or not AMD is working with MS.

I would characterize the situation: ARMy is outside the mote but building something that Apple, Amazon and Google are already tweaking to their uses. I don't think they are identical, but doesn't matter because they do the software along with the HW. Mostly they seem to be doing voice stuff, maybe video as in youtube. Oh, also targeting the advertising.

X86 and CISC are not the answer to everything. Especially when the process is, what's the word, lagging?