[nateglims]

What decisions were MBA instead of engineering decisions? It seems like intel has just made a lot of bad bets or failed to put their mass behind good ones.

The heights nvidia has achieved seem incidental and have depended heavily on the transformer/LLM market materializing.

[wtallis]

Intel's biggest problem has been management remaining in denial about their serious engineering problems, and believing that they'll have things sorted out in another few quarters. They were years late to taking meaningful action to adjust their product roadmap to account for their ongoing 10nm failures. Putting all their eggs in the 10nm basket wasn't an engineering decision, and keeping them all there after years of being unable to ship a working chip wasn't an engineering decision.

Intel's in a somewhat better place today because while they continue to insist that their new fab process is just around the corner and will put their foundry back on top, they've started shipping new chips again, using TSMC where necessary.

[GeekyBear]

Stock buybacks and huge sums of capital wasted on mergers and acquisitions (that went nowhere) while not investing in the very expensive EUV fabrication equipment that TSMC had been using for years.