Ngokusho kukaNikkei, i-Intel ihlela ukuxosha abantu abangu-15,000. Lokhu kuza ngemuva kokuba inkampani ibike ukwehla okungu-85% ngonyaka inzuzo yekota yesibili ngoLwesine. Ezinsukwini ezimbili nje ngaphambili, i-AMD ephikisana nayo imemezele ukusebenza okumangalisayo okubangelwa ukuthengiswa okunamandla kwama-chip e-AI.
Emncintiswaneni onzima wama-chip e-AI, i-Intel ibhekene nomncintiswano onzima kakhulu ovela ku-AMD kanye ne-Nvidia. I-Intel isheshise ukuthuthukiswa kwama-chip esizukulwane esilandelayo futhi yandisa imali esetshenzisiwe ekwakheni izitshalo zayo zokukhiqiza, okubeka ingcindezi enzuzweni yayo.
Ezinyangeni ezintathu eziphela ngomhlaka-29 kuJuni, i-Intel ibike imali engenayo engu-$12.8 billion, ukwehla okungu-1% unyaka nonyaka. Imali engenayo yehle ngo-85% yaya ku-$830 million. Ngokuphambene nalokho, i-AMD ibike ukwanda ngo-9% kwemali engenayo yaya ku-$5.8 billion ngoLwesibili. Imali engenayo yehle ngo-19% yaya ku-$1.1 billion, okubangelwa ukuthengiswa okunamandla kwama-chip e-AI data center.
Ekuhwebeni ngemuva kwamahora okusebenza ngoLwesine, intengo yesitoko se-Intel yehle ngo-20% kusukela entengo yokuvala kosuku, kanti i-AMD ne-Nvidia zibone ukwenyuka okuncane.
Isikhulu esiphezulu se-Intel uPat Gelsinger uthe esitatimendeni sabezindaba, "Ngenkathi sifinyelele izigaba ezibalulekile zobuchwepheshe bomkhiqizo kanye nezinqubo, ukusebenza kwethu kwezezimali kwikota yesibili bekudumaza." Isikhulu Esiphezulu Sezezimali uGeorge Davis sithe ukuthamba kwale kota "kubangelwe ukukhula okusheshayo kwemikhiqizo yethu ye-AI PC, izindleko eziphakeme kunokulindelekile ezihambisana namabhizinisi angewona abalulekile, kanye nomthelela wokusetshenziswa kwamandla okwanele."
Njengoba iNvidia iqhubeka nokuqinisa isikhundla sayo sokuhola emkhakheni we-AI chip, i-AMD ne-Intel bebelokhu bencintisana endaweni yesibili futhi bebheja kuma-PC asekelwa yi-AI. Kodwa-ke, ukukhula kokuthengisa kwe-AMD ezigabeni zakamuva kube kuqine kakhulu.
Ngakho-ke, i-Intel ihlose "ukuthuthukisa ukusebenza kahle kanye nokuncintisana emakethe" ngohlelo lokonga izindleko olubiza amaRandi ayizigidi eziyizinkulungwane eziyi-10 ngo-2025, okuhlanganisa nokuxosha abantu ababalelwa ku-15,000, okubalwa u-15% wabasebenzi bayo bonke.
"Imali engenayo yethu ayizange ikhule njengoba bekulindelekile—asizange sizuze ngokugcwele ezindleleni ezinamandla ezifana ne-AI," kusho uGelsinger esitatimendeni sakhe kubasebenzi ngoLwesine.
"Izindleko zethu ziphezulu kakhulu, futhi inzuzo yethu iphansi kakhulu," eqhubeka. "Kudingeka sithathe isinyathelo esinesibindi ukuze sibhekane nalezi zinkinga ezimbili—ikakhulukazi uma sicabangela ukusebenza kwethu kwezezimali kanye nesimo sengxenye yesibili ka-2024, okuyinselele kakhulu kunalokho obekulindelwe ngaphambilini."
Isikhulu esiphezulu se-Intel uPat Gelsinger wethule inkulumo kubasebenzi mayelana nohlelo lokuguqula isigaba esilandelayo senkampani.
Ngomhlaka-1 Agasti 2024, ngemuva kokumenyezelwa kombiko wezezimali wekota yesibili ye-Intel ka-2024, i-CEO uPat Gelsinger wathumela isaziso esilandelayo kubasebenzi:
Ithimba,
Sithutha umhlangano wezinkampani zonke uye namuhla, kulandela ucingo lwemali engenayo, lapho sizomemezela khona izinyathelo ezibalulekile zokunciphisa izindleko. Sihlela ukufeza ukonga izindleko okungu-$10 billion ngo-2025, okuhlanganisa nokuxosha abantu ababalelwa ku-15,000, okubalwa u-15% wabasebenzi bethu bonke. Iningi lalezi zinyathelo lizoqedwa ekupheleni kwalo nyaka.
Kimi, lezi yizindaba ezibuhlungu. Ngiyazi ukuthi kuzoba nzima nakakhulu kini nonke. Namuhla usuku oluyinselele kakhulu kwi-Intel njengoba sibhekene noshintsho olubaluleke kakhulu emlandweni wenkampani. Uma sihlangana emahoreni ambalwa, ngizokhuluma ngokuthi kungani senza lokhu nokuthi yini ongayilindela emasontweni azayo. Kodwa ngaphambi kwalokho, ngifuna ukwabelana ngemicabango yami.
Empeleni, kumele sivumelanise isakhiwo sethu sezindleko namamodeli amasha okusebenza futhi sishintshe ngokuphelele indlela esisebenza ngayo. Imali engenayo yethu ayizange ikhule njengoba bekulindelekile, futhi asikazuzi ngokugcwele ezindleleni ezinamandla ezifana ne-AI. Izindleko zethu ziphezulu kakhulu, futhi izinzuzo zethu ziphansi kakhulu. Sidinga ukuthatha isinyathelo esinesibindi ukubhekana nalezi zinkinga ezimbili—ikakhulukazi uma sicabangela ukusebenza kwethu kwezezimali kanye nombono wengxenye yesibili ka-2024, okuyinselele kakhulu kunalokho obekulindelwe ngaphambilini.
Lezi zinqumo zibe yinselele enkulu kimi mathupha, futhi yinto enzima kakhulu engiyenzile emsebenzini wami. Ngiyaniqinisekisa ukuthi emavikini nasezinyangeni ezizayo, sizobeka phambili isiko lokwethembeka, ukucaca, kanye nenhlonipho.
Ngesonto elizayo, sizomemezela uhlelo lomhlalaphansi oluthuthukisiwe lwabasebenzi abafanelekile kulo lonke inkampani futhi sinikeze kabanzi uhlelo lokuzihlukanisa ngokuzithandela. Ngikholwa ukuthi indlela esizisebenzisa ngayo lezi zinguquko ibaluleke kakhulu njengezinguquko ngokwazo, futhi sizogcina izindinganiso ze-Intel kuyo yonke inqubo.
Izinto Ezibalulekile Ezibalulekile
Izinyathelo esizithathayo zizokwenza i-Intel ibe yinkampani elula, elula, futhi eshesha kakhudlwana. Ake ngigqamise izindawo zethu ezibalulekile esigxile kuzo:
Ukunciphisa izindleko zokusebenza: Sizoqhuba ukusebenza kahle kanye nokusebenza kahle kwezindleko kuyo yonke inkampani, okuhlanganisa nokonga izindleko okukhulunywe ngakho ngenhla kanye nokunciphisa abasebenzi.
Ukwenza lula iphothifoliyo yethu yomkhiqizo: Sizoqedela izenzo zokwenza ibhizinisi lethu libe lula kule nyanga. Iyunithi ngayinye yebhizinisi ibuyekeza iphothifoliyo yayo yomkhiqizo futhi ihlonze imikhiqizo engasebenzi kahle. Sizohlanganisa nezimpahla zesofthiwe ezibalulekile kumayunithi ethu ebhizinisi ukuze sisheshise ukushintshela ezixazululweni ezisekelwe ohlelweni. Sizonciphisa ukugxila kwethu kumaphrojekthi ambalwa, anethonya kakhulu.
Ukuqeda ubunzima: Sizonciphisa izendlalelo, siqede imithwalo yemfanelo ehambisanayo, simise umsebenzi ongabalulekile, futhi sikhuthaze isiko lokuba ngumnikazi kanye nokuziphendulela. Isibonelo, sizohlanganisa umnyango wempumelelo yamakhasimende ekuthengiseni, ukumaketha, kanye nokuxhumana ukuze senze lula inqubo yethu yokungena emakethe.
Ukunciphisa izindleko zemali kanye nezinye: Ngokuphothulwa kohlelo lwethu lweminyaka emine lwe-node emihlanu, sizobuyekeza wonke amaphrojekthi kanye nezimpahla ezisebenzayo ukuze siqale ukushintsha ukugxila kwethu ekusebenzeni kahle kwemali kanye namazinga okusebenzisa imali ajwayelekile. Lokhu kuzoholela ekunciphiseni okungaphezu kuka-20% kwezindleko zethu zemali ngo-2024, futhi sihlela ukunciphisa izindleko zokuthengisa ezingaguquguquki cishe ngamaRandi ayizigidi eziyizinkulungwane eziyi-1 ngo-2025.
Ukumisa izinkokhelo zezabelo: Kusukela kwikota ezayo, sizomisa izinkokhelo zezabelo ukuze sibeke phambili ukutshalwa kwezimali kwebhizinisi futhi sithole inzuzo eqhubekayo.
Ukugcina ukutshalwa kwezimali okukhulayo: Isu lethu le-IDM 2.0 alishintshile. Ngemva komzamo wokwakha kabusha injini yethu yokusungula izinto ezintsha, sizoqhubeka nokugxila ekutshalweni kwezimali kubuchwepheshe bezinqubo kanye nobuholi bomkhiqizo obuyinhloko.
Ikusasa
Angicabangi ukuthi indlela engaphambili izoba bushelelezi. Nawe akufanele. Namuhla usuku olunzima kithi sonke, futhi kuzoba nezinsuku ezinzima ezengeziwe ezizayo. Kodwa naphezu kwezinselele, senza izinguquko ezidingekayo ukuze siqinise intuthuko yethu futhi singenise inkathi entsha yokukhula.
Njengoba siqala lolu hambo, kumelwe sihlale sinesifiso esikhulu, sazi ukuthi i-Intel yindawo lapho kuzalwa khona imibono emihle futhi amandla okunokwenzeka anganqoba isimo esikhona. Phela, umgomo wethu ukudala ubuchwepheshe obushintsha umhlaba futhi buthuthukise izimpilo zawo wonke umuntu emhlabeni. Silwela ukubonakalisa le mibono ngaphezu kwanoma iyiphi enye inkampani emhlabeni.
Ukuze sifeze lo msebenzi, kumele siqhubeke nokuqhuba isu lethu le-IDM 2.0, elingashintshi: ukusungula kabusha ubuholi bezobuchwepheshe bezinqubo; ukutshala imali ezinkambeni ezinkulu zokuhlinzeka eziqinile emhlabeni wonke ngokusebenzisa amakhono okukhiqiza anwetshiwe e-US nase-EU; ukuba yindawo yokusekela esezingeni lomhlaba yamakhasimende angaphakathi nangaphandle; ukwakha kabusha ubuholi bephothifoliyo yomkhiqizo; kanye nokufeza i-AI etholakala yonke indawo.
Eminyakeni embalwa edlule, sakhe kabusha injini yokusungula izinto ezintsha esimeme, esekhona manje futhi esisebenzayo. Sekuyisikhathi sokugxila ekwakheni injini yezezimali esimeme ukuze siqhubekisele phambili ukukhula kwethu kokusebenza. Kumelwe sithuthukise ukusebenza, sizivumelanise namaqiniso amasha emakethe, futhi sisebenze ngendlela esheshayo. Lona umoya esithatha ngawo isinyathelo—siyazi ukuthi izinqumo esizenzayo namuhla, nakuba zinzima, zizothuthukisa ikhono lethu lokusebenzela amakhasimende nokukhulisa ibhizinisi lethu eminyakeni ezayo.
Njengoba sithatha isinyathelo esilandelayo ohambweni lwethu, masingakhohlwa ukuthi esikwenzayo akukaze kube okubaluleke kakhulu kunalokho okuyikho manje. Umhlaba uzoncika kakhulu ku-silicon ukuze usebenze—i-Intel enempilo nephilayo iyadingeka. Yingakho umsebenzi esiwenzayo ubaluleke kangaka. Asigcini nje ngokwakha kabusha inkampani enkulu, kodwa futhi sakha ubuchwepheshe kanye namakhono okukhiqiza azokwakha kabusha umhlaba amashumi eminyaka ezayo. Lokhu kuyinto okungafanele siyikhohlwe lapho siphishekela imigomo yethu.
Sizoqhubeka nengxoxo emahoreni ambalwa. Sicela ulethe imibuzo yakho ukuze sibe nengxoxo evulekile nethembekile mayelana nokuthi yini elandelayo.
Isikhathi sokuthunyelwe: Agasti-12-2024