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this post was submitted on 03 Aug 2024
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Anything they go after today is 18-24 months out. Chasing after AI would be pretty risky. Desktops and laptops are moving to ARM and RISC-V. Their best bet is to go after whatever enterprise data centers will need a couple of years from now.
If I were laying bets, it would be to go after power and heat efficiency. Like, hard. Take their time out in the wilderness, then come back with chips that save the planet from climate collapse.
Their ISA is not their only strong side, so they can reuse a lot of designs and expertise for making ARM and\or RISC-V ISA CPUs.
But they will have to do catching up in, ahem, making things that last more than 2 months again.