Ngokusho kukaNikkei, i-Intel ihlela ukudiliza abantu abangu-15,000. Lokhu kuza ngemuva kokuthi inkampani ibike ukuthi yehle ngo-85% inzuzo yekota yesibili ngoLwesine. Ezinsukwini ezimbili nje ngaphambili, imbangi ye-AMD imemezele ukusebenza okumangazayo okuqhutshwa ukuthengiswa okuqinile kwama-AI chips.
Emqhudelwaneni oshubile wama-chips we-AI, i-Intel ibhekene nokuncintisana okushubile okuvela ku-AMD naku-Nvidia. I-Intel isheshise ukuthuthukiswa kwama-chips esizukulwane esilandelayo futhi yenyusa ukusetshenziswa kwemali ekwakheni izitshalo zayo zokukhiqiza, ibeka ingcindezi enzuzweni yayo.
Ezinyangeni ezintathu eziphela ngoJuni 29, i-Intel ibike imali engenayo engama- $ 12.8 billion, ukwehla okungu-1% unyaka nonyaka. Isamba semali engenayo yehle ngo-85% yaya ku-$830 million. Ngokuphambene, i-AMD ibike ukwenyuka kwenzuzo ngo-9% kuya ku-$5.8 billion ngoLwesibili. Isamba semali engenayo sikhuphuke ngo-19% saya ku-$1.1 billion, siqhutshwa ukuthengiswa okuqinile kwama-chip esikhungo sedatha ye-AI.
Ekuhwebeni kwamahora angemva kwehora ngoLwesine, intengo yesitoko se-Intel yehle ngo-20% enanini lokuvala losuku, kuyilapho i-AMD ne-Nvidia ibone ukunyuka okuncane.
Isikhulu se-Intel u-Pat Gelsinger esitatimendeni sabezindaba uthe, "Nakuba sizuze izinto ezibalulekile zomkhiqizo nokucubungula ubuchwepheshe, ukusebenza kwethu kwezezimali ngekota yesibili bekudumaza." Isikhulu Esiphezulu Sezezimali uGeorge Davis siveze ukuthamba kwekota "ukukhula okusheshayo kwemikhiqizo yethu ye-AI PC, izindleko ezingaphezu kwalokho ebezilindelwe ezihlobene namabhizinisi angewona abalulekile, kanye nomthelela wokusetshenziswa kancane kwamandla."
Njengoba i-Nvidia iqhubeka nokuqinisa isikhundla sayo esiphambili emkhakheni we-chip we-AI, i-AMD ne-Intel bebelwela isikhundla sesibili nokubheja kuma-PC asekelwa yi-AI. Kodwa-ke, ukukhula kokuthengisa kwe-AMD ezindaweni zakamuva kube namandla kakhulu.
Ngakho-ke, i-Intel ihlose "ukuthuthukisa ukusebenza kahle nokuncintisana kwemakethe" ngohlelo lokonga izindleko olufika ku-$10 billion ngo-2025, okuhlanganisa nokudiliza abantu ababalelwa ku-15,000, okubalelwa ku-15% wabo bonke abasebenzi bayo.
"Imali yethu engenayo ayizange ikhule njengoba bekulindelekile-asizange sizuze ngokugcwele ezinkambisweni eziqinile ezifana ne-AI," uGelsinger echaza esitatimendeni kubasebenzi ngoLwesine.
“Izindleko zethu ziphezulu kakhulu, futhi nemikhawulo yenzuzo yethu iphansi kakhulu,” eqhubeka. "Kudingeka sithathe izinyathelo eziqinile zokubhekana nalezi zinkinga ezimbili-ikakhulukazi uma sicabangela ukusebenza kwethu kwezezimali kanye nombono wengxenye yesibili ka-2024, okuyinselele kakhulu kunalokho obekulindelwe ngaphambilini."
Isikhulu se-Intel uPat Gelsinger wethule inkulumo kubasebenzi mayelana nohlelo lwenkampani loshintsho olulandela isigaba.
Ngo-Agasti 1, 2024, kulandela isimemezelo sombiko wezezimali we-Intel wekota yesibili ka-2024, i-CEO uPat Gelsinger yathumela isaziso esilandelayo kubasebenzi:
Iqembu,
Sidlulisela umhlangano wezinkampani zonke kuze kube namuhla, kulandela ucingo lwezinzuzo, lapho sizomemezela khona izinyathelo zokunciphisa izindleko ezibalulekile. Sihlela ukuzuza u-$10 billion ekongeni izindleko ngo-2025, okuhlanganisa nokudiliza abantu abangaba ngu-15,000, okuhlanganisa u-15% wabo bonke abasebenzi bethu. Eziningi zalezi zinyathelo zizophothulwa ekupheleni kwalo nyaka.
Kimina lezi yizindaba ezibuhlungu. Ngiyazi kuzoba nzima kakhulu kini nonke. Namuhla usuku oluyinselelo enkulu ku-Intel njengoba senza izinguquko ezibaluleke kakhulu emlandweni wenkampani. Uma sihlangana emahoreni ambalwa, ngizokhuluma ngokuthi kungani senza lokhu nokuthi yini ongayilindela emasontweni ezayo. Kodwa ngaphambi kwalokho, ngifuna ukwabelana ngemicabango yami.
Empeleni, kufanele siqondanise ukwakheka kwethu kwezindleko namamodeli amasha okusebenza futhi siguqule indlela esisebenza ngayo. Imali yethu engenayo ayizange ikhule njengoba bekulindelekile, futhi asizuzanga ngokugcwele kumathrendi aqinile njenge-AI. Izindleko zethu ziphezulu kakhulu, futhi nemikhawulo yenzuzo yethu iphansi kakhulu. Kudingeka sithathe isinyathelo esinesibindi sokubhekana nalezi zinkinga ezimbili—ikakhulukazi uma sicabangela ukusebenza kwethu kwezezimali kanye nesimo sengqondo sengxenye yesibili ka-2024, okuyinselele kakhulu kunalokho obekulindelwe ngaphambilini.
Lezi zinqumo zibe yinselele enkulu kimina uqobo, futhi kuyinto enzima kakhulu engiyenzile emsebenzini wami. Ngiyakuqinisekisa ukuthi emasontweni nasezinyangeni ezizayo, sizobeka phambili isiko lokwethembeka, ukungafihli, kanye nenhlonipho.
Ngeviki elizayo, sizomemezela uhlelo oluthuthukisiwe lomhlalaphansi lwabasebenzi abafanelekile kuyo yonke inkampani futhi sinikeze kabanzi ngohlelo lokuhlukanisa ngokuzithandela. Ngikholwa ukuthi indlela esenza ngayo lezi zinguquko ibaluleke njengezinguquko ngokwazo, futhi sizogcina amanani e-Intel kuyo yonke inqubo.
Okubalulekile Okubalulekile
Izenzo esizenzayo zizokwenza i-Intel ibe yinkampani elula, elula, futhi eshesha kakhulu. Ake ngigqamise izindawo zethu ezibalulekile esigxile kuzo:
Ukunciphisa izindleko zokusebenza: Sizoqhuba ukusebenza kahle nezindleko kuyo yonke inkampani, okuhlanganisa ukonga izindleko okukhulunywe ngakho ngenhla kanye nokwehliswa kwabasebenzi.
Ukwenza lula iphothifoliyo yomkhiqizo wethu: Sizoqedela izenzo zokwenza ibhizinisi lethu libe lula kule nyanga. Iyunithi ngayinye yebhizinisi yenza ukubuyekezwa kwephothifoliyo yomkhiqizo wayo futhi ihlonze imikhiqizo engasebenzi kahle. Sizophinde futhi sihlanganise izimpahla zesofthiwe ezibalulekile kumayunithi ethu ebhizinisi ukuze sisheshise ukushintshela kuzixazululo ezisekelwe ohlelweni. Sizonciphisa ukugxila kwethu kumaphrojekthi ambalwa, anomthelela kakhulu.
Ukuqeda inkimbinkimbi: Sizonciphisa izendlalelo, sisuse izibopho ezigqagqene, simise umsebenzi ongabalulekile, futhi sikhuthaze isiko lobunikazi nokuziphendulela. Isibonelo, sizohlanganisa umnyango wempumelelo yamakhasimende ekuthengisweni, ukumaketha, nokuxhumana ukuze senze inqubo yethu yokuya emakethe ibe lula.
Ukunciphisa imali kanye nezinye izindleko: Ngokuphothulwa kwemephu yethu yomlando yeminyaka emine enezindawo ezinhlanu, sizobuyekeza wonke amaphrojekthi asebenzayo kanye nezimpahla ukuze siqale ukushintsha ukugxila kwethu ekusebenzeni kahle kwezimali kanye namazinga okusebenzisa imali ajwayeleke kakhulu. Lokhu kuzophumela ekwehlweni okungaphezulu kwama-20% ezindlekweni zethu ezinkulu zika-2024, futhi sihlela ukwehlisa izindleko zokuthengisa ezingaguquki cishe ngesigidigidi esingu-$1 ngo-2025.
Ukumisa izinkokhelo zezabelo: Kusukela ngekota ezayo, sizomisa ukukhokhelwa kwezabelo ukuze sibeke phambili ukutshalwa kwezimali kwebhizinisi futhi sizuze inzuzo esimeme kakhudlwana.
Ukugcina utshalomali olukhulayo: Isu lethu le-IDM 2.0 lisalokhu lingashintshile. Ngemva komzamo wokwakha kabusha injini yethu yokuqamba kabusha, sizoqhubeka nokugxila ekutshalweni kwezimali kubuchwepheshe bezinqubo kanye nobuholi bomkhiqizo obuyinhloko.
Ikusasa
Angicabangi ukuthi umgwaqo ongaphambili uzohamba kahle. Nawe akufanele. Namuhla usuku olunzima kithi sonke, futhi kusazoba nezinsuku ezinzima kakhulu ezizayo. Kodwa naphezu kwezinselele, senza izinguquko ezidingekayo ukuze siqinise inqubekelaphambili yethu futhi singenise inkathi entsha yokukhula.
Njengoba siqala lolu hambo, kufanele sihlale sinesifiso sokuvelela, sazi ukuthi i-Intel iyindawo lapho kuzalwa khona imibono emihle futhi amandla okungenzeka anganqoba isimo se-quo. Phela, umgomo wethu ukudala ubuchwepheshe obushintsha umhlaba futhi buthuthukise izimpilo zabo bonke abantu emhlabeni. Silwela ukuhlanganisa le mibono ngaphezu kwanoma iyiphi enye inkampani emhlabeni.
Ukuze sifeze lo mgomo, kufanele siqhubeke nokuqhuba isu lethu le-IDM 2.0, elihlala lingashintshile: ukusungula kabusha ubuholi bezinqubo zezobuchwepheshe; ukutshala imali emaketangeni amakhulu, aqinile emhlabeni wonke ngokusebenzisa amandla okukhiqiza anwetshiwe e-US nase-EU; ekubeni isizinda somhlaba, esisezingeni eliphezulu kumakhasimende angaphakathi nangaphandle; ukwakha kabusha ubuholi bephothifoliyo yomkhiqizo; kanye nokuzuza i-AI etholakala yonke indawo.
Kule minyaka embalwa edlule, sakhe kabusha injini yokuqamba okusha esimeme, manje ekhona futhi esebenzayo. Manje sekuyisikhathi sokugxila ekwakheni injini yezezimali esimeme ukuze siqhubekisele phambili ukukhula kokusebenza kwethu. Kufanele sithuthukise ukusebenza, sivumelane namaqiniso amasha emakethe, futhi sisebenze ngendlela eshesha kakhulu. Lona umoya esithatha ngawo isinyathelo—siyazi ukuthi ukukhetha esikwenzayo namuhla, nakuba kunzima, kuzothuthukisa ikhono lethu lokusebenzela amakhasimende nokukhulisa ibhizinisi lethu eminyakeni ezayo.
Njengoba sithatha isinyathelo esilandelayo ohambweni lwethu, masingakhohlwa ukuthi esikwenzayo akukaze kube okubaluleke kakhulu kunamanje. Umhlaba uzothembela kakhulu ku-silicon ukuthi isebenze-i-Intel enempilo, enempilo iyadingeka. Yingakho umsebenzi esiwenzayo ubaluleke kakhulu. Asigcini ngokubumba kabusha inkampani enkulu kuphela, kodwa futhi sidala amakhono ezobuchwepheshe nawokukhiqiza azobumba kabusha umhlaba emashumini eminyaka ezayo. Lokhu kuyinto okungafanele siyikhohlwe lapho siphishekela imigomo yethu.
Sizoqhubeka nengxoxo emahoreni ambalwa. Sicela ulethe imibuzo yakho ukuze sibe nengxoxo evulekile nethembekile mayelana nokulandelayo.
Isikhathi sokuthumela: Aug-12-2024