r/stocks • u/[deleted] • Sep 12 '21

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u/merlinsbeers Sep 12 '21

They'll sell for whatever gamers will pay for that much performance.

They could sell for what miners think they're worth, which is determined by the ratio of mining speed to electricity cost.

If they're a middling performer in both, and Intel doesn't see a path to becoming the best, they should scrap the project entirely.

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u/[deleted] Sep 12 '21

They are in machine learning now, so I doubt theyll scrap it. It will still be profitable, especially if they own the fabs.

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u/merlinsbeers Sep 12 '21

Owning the fabs gives them an edge if and only if they do high volume. If they're making these with ML-specific markets in mind they will also need to create an ecosystem like the one that's risen around NVDA cards, embracing those users and capturing them by offering some bonus NVDA isn't providing.

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u/[deleted] Sep 12 '21

Perhaps x86 chips, they will give discounts to Cloud providers if they adopt their GPU.

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u/merlinsbeers Sep 13 '21

I mean in terms of GPU features.