I don’t think a newcomer could do it, but a company like Intel is posed to be in a good position. They don’t have much market share but they have a good product.
Intel is arguably worse. They‘re in a bad spot right now so they can‘t do crazy things like Nvidia but they totally would and will go down the same path. I don‘t think US designed hardware will ever truly come back to end consumer products.
I don’t think a newcomer could do it, but a company like Intel is posed to be in a good position. They don’t have much market share but they have a good product.
The problem with that is Intel is subject to the same bullshit economic assessments as AMD and Nvidia… They’ll just as soon retool for ai as well.
Intel is arguably worse. They‘re in a bad spot right now so they can‘t do crazy things like Nvidia but they totally would and will go down the same path. I don‘t think US designed hardware will ever truly come back to end consumer products.