NgokukaNikkei, ama-Intel ahlela ukubeka abantu abangu-15,000. Lokhu kuza ngemuva kokuthi inkampani ibike ngehla ngonyaka engama-85% ngonyaka ngenzuzo yesibili yekota ngoLwesine. Ezinsukwini ezimbili nje ngaphambili, izimbangi zempi zimemezele ukusebenza okumangazayo okuqhutshwa ngokuthengisa okuqinile kwama-chip e-AI.
Emncintiswaneni ovuthayo wama-AI chips, ubhekene nobuso obukhulayo ovela ku-AMD naseNvidia. I-Intel isheshise ukuthuthukiswa kwama-chip esizukulwaneni esilandelayo kanye nokuchitha imali ekhuphukile ekwakheni izitshalo zayo zokukhiqiza, ukubeka ingcindezi enzuzo yayo.
Ezinyangeni ezintathu eziphela ngoJuni 29, i-Intel ibike imali engenayo engama- $ 12,8 billion, ukuncipha konyaka okungu-1%. Imali engenayo enethayishwe ngo-85% kuya ku- $ 830 million. Ngokuphambene nalokho, i-AMD ibike ukwenyuka okungu-9% kwemali engenayo kuya ku- $ 5.8 billion ngoLwesibili. Imali engenayo yeNet inyuke ngo-19% kuya ku- $ 1.1 billion, iqhutshwa ngokuthengisa okuqinile kwezikhungo zedatha ye-AI.
Ekuthengiseni ngemuva kwamahora ngoLwesine, intengo yesitoko ye-Intel yawa ngo-20% kusuka kumanani okuvala usuku, kanti i-ARD neNvidia babona ukwenyuka okuncane.
I-Intel CEO Pat gelsinger yasho ekukhishweni kwabezindaba, "Ngenkathi sithola umkhiqizo osemqoka kanye nezinqubo ezibalulekile zobuchwepheshe, ukusebenza kwethu kwezezimali ekota yesibili kwakudumaza." Isikhulu Esiphezulu Kwezezimali uGeorge Davis athi ukuthambeka kwekota kuya "ukusheshisa ukukhula emikhiqizweni yethu ye-AI PC, izindleko eziphakeme kakhulu ezihlotshaniswa namabhizinisi angaphansi komhlaba, kanye nomthelela wesilinganiso esingaphansi."
Njengoba i-nvidia iqhubeka iqinisa isikhundla sayo esiphambili ensimini ye-AI chip, i-AMD ne-Intel ibilokhu ifaka isikhundla sesibili nokubheja kuma-PC asekelwa yi-AI. Kodwa-ke, ukukhula kokuthengisa kwa-AMD kumakota wamuva nje kube namandla kakhulu.
Ngakho-ke, ama-Intel ahlose "ukuthuthukisa ukusebenza kahle kanye nokuncintisana kwemakethe" ngohlelo olungu-10 billion olwalukhipha izindleko ngo-2025, kubandakanya nokubeka cishe abantu abangu-15,000, ababangelwa yi-15% yabasebenzi bayo abangu-15%.
"Imali yethu engenayo ayizange ikhule njengoba bekulindelekile - asikaze sizuze ngokugcwele kwizimo ezinamandla njenge-AI," uGelsinger wachaza esitatimendeni sabasebenzi ngoLwesine.
"Izindleko zethu ziphakeme kakhulu, futhi imishado yethu yenzuzo iphansi kakhulu," waqhubeka. "Kudingeka sithathe isinyathelo ngesibindi sokubhekana nalezi zingqinamba ezimbili - ikakhulukazi ngokubheka ukusebenza kwethu ngokwezezimali kanye nombono wengxenye yesibili ka-2024, okuyinselele ukwedlula okulindelwe ngaphambili."
I-Intel ceo pat gellinger ilethe inkulumo kubasebenzi ngohlelo lwenguquko yenkampani elandelayo.
Ngo-Agasti 1, 2024, kulandela ukumenyezelwa kombiko wezezimali we-Intel wesibili we-2024, i-CEO Pat Gelselir yathumela lesi saziso esilandelayo kubasebenzi:
Iqembu,
Sishukumisa umhlangano wenkampani yonke namuhla, kulandela ucingo olutholakele, lapho sizomemezela khona izindlela ezibalulekile zokunciphisa izindleko. Sihlela ukufeza ama- $ 10 billion ngokonga izindleko ngo-2025, kubandakanya nokubeka cishe abantu abangu-15,000, ababangela ama-15% abasebenzi bethu abaphelele. Iningi lalezi zinyathelo lizoqedwa ngasekupheleni kwalo nyaka.
Kimina, lezi zindaba ezibuhlungu. Ngiyazi ukuthi kuzoba nzima ngokwengeziwe kini nonke. Namuhla usuku olunzima kakhulu lwe-Intel njengoba sibhekene nezinye zezinguquko ezibaluleke kakhulu emlandweni wenkampani. Lapho sihlangana emahoreni ambalwa, ngizokhuluma ngokuthi kungani sikwenza lokhu nokuthi yini ongayilindela emavikini azayo. Kepha ngaphambi kwalokho, ngifuna ukuhlanganyela imicabango yami.
Ngakolunye uhlangothi, kufanele sihambisane nesakhiwo sethu sezindleko ngamamodeli amasha okusebenza futhi ngokuyisisekelo shintsha indlela esisebenza ngayo. Imali yethu engenayo ayizange ikhule njengoba bekulindelwe, futhi asizuzi ngokuphelele ezindleleni ezinamandla njenge-AI. Izindleko zethu ziphakeme kakhulu, futhi ama-margins ethu wenzuzo aphansi kakhulu. Kudingeka sithathe isinyathelo ngesibindi ukubhekana nalezi zingqinamba ezimbili - ikakhulukazi ngokubheka ukusebenza kwethu kwezezimali kanye nombono wengxenye yesibili ka-2024, okuyinselele ukwedlula okulindelwe ngaphambili.
Lezi zinqumo ziye zaba inselelo enkulu kimi uqobo, futhi kuyinto enzima kunazo zonke engiyenzile emsebenzini wami. Ngiyakuqinisekisa ukuthi emavikini nasezinyangeni ezizayo, sizobeka phambili isiko lokwethembeka, ukucaca, nenhlonipho.
Ngesonto elizayo, sizomemezela uhlelo oluthuthukisiwe lokuthatha umhlalaphansi kubasebenzi abafanelekile kule nkampani futhi banikeze ngokwakha uhlelo lokuhlukaniswa ngokuzithandela. Ngikholelwa ukuthi sikusebenzisa kanjani lezi zinguquko kubaluleke kakhulu njengoba izinguquko ngokwazo, futhi sizosekela amanani entel's kuyo yonke inqubo.
Izinto ezibaluleke kakhulu
Izenzo esizithathayo zizokwenza inkampani ene-leanel, elula, neyengeziwe esele. Ake ngigqamise izindawo zethu ezibalulekile zokugxila:
Ukunciphisa izindleko zokusebenza: Sizoshayela ukusebenza kahle nokubiza izindleko kuyo yonke le nkampani, kufaka phakathi ukuncishiswa kwezindleko okushiwo ngenhla kanye nokuncishiswa kwabasebenzi.
Yenza lula iphothifoliyo yethu yomkhiqizo: Sizogcwalisa izenzo zokwenza lula ibhizinisi lethu kule nyanga. Iyunithi ngalinye lebhizinisi liqhuba isibuyekezo sephothifoliyo yomkhiqizo wayo nokukhomba imikhiqizo ebabazekayo. Sizophinde futhi sihlanganise izimpahla zesoftware ezibalulekile kumayunithi ethu ebhizinisi ukusheshisa ukushintshwa kwezixazululo ezenzelwe uhlelo. Sizonciphisa ukugxila kwethu kumaphrojekthi ambalwa, anomthelela omkhulu.
Ukuqeda inkimbinkimbi: Sizonciphisa izingqimba, siqede izibopho zokumboza, yeka umsebenzi ongelona obalulekile, futhi sikhuthaze isiko lobunikazi nokuziphendulela. Isibonelo, sizohlanganisa umnyango wempumelelo yamakhasimende ekuthengisweni, ukumaketha, kanye nokuxhumana ukwenza lula inqubo yethu yezezimakethe.
Ukunciphisa imali enkulu nezinye izindleko: Ngokuphothula imigwaqo yethu yemigwaqo emine yeminyaka emine, sizobuyekeza wonke amaphrojekthi asebenzayo nezimpahla okufanele ziqale ukuguqukela ekugxileni kwethu ekusebenzeni kahle kwamazinga okusebenzisa imali okujwayelekile. Lokhu kuzoholela ekunciphiseni okungaphezulu kwama-20% ekusetshenzisweni kwemali ka-2024 ka-2024, futhi sihlela ukunciphisa izindleko ezingaguquki eziguqukayo ngokucishe zibe ngu- $ 1 billion ngo-2025 ngo-2025 ngo-2025.
Ukumisa Ukuhlukaniswa Kwehlukaniswa: Ukuqala ikota elandelayo, sizomisa ukuhlukanisa ukukhokha ukubeka phambili ukutshala imali kwebhizinisi futhi kufinyelele inzuzo ezinzile ngokwengeziwe.
Ukugcina Ukutshala Ukutshalwa Kwezimali: Isu lethu le-IDM 2.0 lihlala lingashintshiwe. Ngemuva komzamo wokwakha kabusha injini yethu yokusungula, sizoqhubeka nokugxila ekutshalweni kwemali kubuchwepheshe bezinqubo kanye nobuholi bomkhiqizo abasemqoka.
-Phambili
Angicabangi ukuthi umgwaqo olandelayo uzobushelelezi. Futhi akufanele. Namuhla usuku olunzima kithi sonke, futhi kuzoba nezinsuku ezinzima kakhulu ezizayo. Kepha naphezu kwezinselele, senza izinguquko ezidingekayo ukuze siqinise intuthuko yethu futhi sisebenzise inkathi entsha yokukhula.
Njengoba siqala lolu hambo, kufanele sihlale sifuna ukuvelela, sazi ukuthi i-Intel yindawo lapho kuzalwa khona imibono emihle kanye namandla okungenzeka anganqoba isimo se-Quo. Ngemuva kwakho konke, umsebenzi wethu ukudala ubuchwepheshe obuguqula umhlaba futhi uthuthukise izimpilo zabo bonke emhlabeni. Silwela ukufaka le mibono ngaphezu kwanoma iyiphi enye inkampani emhlabeni.
Ukufeza le mishini, kufanele siqhubeke nokushayela isu lethu le-IDM 2.0, elihlala lingashintshiwe: ukusungulwa kabusha kobuholi bobuchwepheshe bezinqubo; Ukutshala imali emakameleni amakhulu akhuthazayo, amaketanga omhlaba wonke ngokunwetshwa kwamakhono okukhiqiza e-US nase-EU; Ukuba yisisekelo se-World-Class, ukusika okutholwe kumakhasimende angaphakathi nangaphandle; Ukwakha kabusha ubuholi bephothifoliyo yomkhiqizo; futhi uzuze i-Ubiquitous AI.
Eminyakeni embalwa edlule, senze kabusha injini yokusungula izinto ezizinzile, manje esendaweni futhi isekhona. Manje sekuyisikhathi sokugxila ekwakheni injini yezezimali esimeme ukushayela ukukhula kwethu kokusebenza. Kufanele sithuthukise ukubulawa, sizivumelanise namaqiniso amasha emakethe, futhi sisebenza ngendlela endala. Lona nguMoya lapho sithatha khona isenzo - Siyazi ukuthi izinqumo esizenzayo namuhla, yize zinzima, zizothuthukisa amandla ethu okukhonza amakhasimende futhi zikhulise ibhizinisi lethu eminyakeni ezayo.
Njengoba sithatha isinyathelo esilandelayo ohambweni lwethu, masingakhohlwa ukuthi esikwenzayo akukaze kube okubaluleke kakhulu kunangaphambili. Umhlaba uzothembela ngokuthembela ku-silicon ukuze usebenze - i-intel enempilo, esebenzayo iyadingeka. Kungakho umsebenzi esiwenzayo ubaluleke kakhulu. Asigcini nje ngokuguqula inkampani enkulu, kepha futhi sakha ubuchwepheshe kanye namakhono okukhiqiza azokwakha kabusha umhlaba amashumi eminyaka afike kuwo. Le yinto esingakaze silahlekelwe ngumbono wokuphishekela izinhloso zethu.
Sizoqhubeka nengxoxo emahoreni ambalwa. Sicela ulethe imibuzo yakho ukuze sibe nengxoxo evulekile nethembekile ngalokho okufika ngokulandelayo.
Isikhathi sePosi: Aug-12-2024