Ngokutsho kukaNikkei, i-Intel iceba ukulahla abantu abayi-15,000. Oku kuza emva kokuba inkampani inike ingxelo yokuhla kweepesenti ezingama-85% kunyaka nonyaka kwingeniso yekota yesibini ngoLwesine. Kwiintsuku nje ezimbini ngaphambili, imbangi ye-AMD yabhengeza ukusebenza okumangalisayo okuqhutywa kukuthengiswa okuqinileyo kweetshiphusi ze-AI.
Kukhuphiswano oluqatha lwe-AI chips, i-Intel ijongene nokhuphiswano oluqatha oluvela kwi-AMD kunye neNvidia. I-Intel ikhawulezise ukuphuhliswa kweetshiphusi zesizukulwana esilandelayo kunye nenkcitho eyongeziweyo ekwakheni izityalo zayo zokuvelisa, ibeka uxinzelelo kwinzuzo yayo.
Kwiinyanga ezintathu eziphela nge-29 kaJuni, i-Intel ibike ingeniso ye-12.8 yeebhiliyoni zeedola, ukwehla kwe-1% ngonyaka. Ingeniso epheleleyo yehle nge-85% yaya kutsho kuma-830 ezigidi zeedola. Ngokwahlukileyo, i-AMD ibike ukunyuka kwe-9% kwingeniso ukuya kwi-5.8 yeebhiliyoni zeedola ngoLwesibini. Ingeniso ye-Net inyuke nge-19% ukuya kwi-1.1 yeebhiliyoni zeedola, eqhutywa kukuthengiswa okunamandla kwee-chips ze-AI data center.
Kwintengiso yasemva kweeyure ngoLwesine, ixabiso le-Intel lehle nge-20% ukusuka kwixabiso lokuvala losuku, ngelixa i-AMD kunye ne-Nvidia yabona ukunyuka okuncinci.
I-CEO ye-Intel uPat Gelsinger uthe kwingxelo yeendaba, "Nangona sifezekise imveliso ephambili kunye nenkqubo yezobugcisa, ukusebenza kwethu kwezemali kwikota yesibini kwakuphoxa." IGosa eliPhezulu lezeMali uGeorge Davis uchaze ukuthamba kwekota "ukukhula okukhawulezayo kwiimveliso zethu zePC ye-AI, iindleko eziphezulu kunezilindelekileyo ezinxulumene namashishini angekho ngundoqo, kunye nefuthe lokungasebenzi kakuhle kwamandla."
Njengoko i-Nvidia iqhubeka iqinisa isikhundla sayo esiphambili kwi-AI chip field, i-AMD kunye ne-Intel bebelwela indawo yesibini kunye nokubheja kwiiPC ezixhaswa yi-AI. Nangona kunjalo, ukukhula kwentengiso ye-AMD kwiikota zamva nje zomelele kakhulu.
Ke ngoko, i-Intel ijonge "ukuphucula ukusebenza kakuhle kunye nokhuphiswano lwentengiso" ngesicwangciso sokugcina iindleko ze-10 yeebhiliyoni zeedola ngo-2025, kubandakanywa nokubeka abantu abamalunga ne-15,000, i-15% yabasebenzi bayo bebonke.
"Ingeniso yethu ayizange ikhule njengoko bekulindelwe-asizange sizuze ngokupheleleyo kwiindlela eziqinileyo ezifana ne-AI," uGelsinger wachaza kwingxelo kubasebenzi ngoLwesine.
“Iindleko zethu ziphezulu kakhulu, kwaye imida yethu yenzuzo iphantsi kakhulu,” uqhubeke watsho. "Kufuneka sithathe amanyathelo anesibindi ukujongana nale miba mibini-ingakumbi ngokuqwalasela ukusebenza kwethu kwezemali kunye nembono yesiqingatha sesibini se-2024, enzima kakhulu kunokuba ilindelwe ngaphambili."
I-CEO ye-Intel uPat Gelsinger uye wanikela intetho kubasebenzi malunga nesicwangciso senguqu yenqanaba elilandelayo lenkampani.
Ngomhla woku-1 ku-Agasti ka-2024, emva kokubhengezwa kwengxelo yemali yekota yesibini ye-Intel ngo-2024, i-CEO uPat Gelsinger yathumela esi saziso kubasebenzi:
Iqela,
Sihambisa intlanganiso yeenkampani zonke ukuza kuthi ga namhlanje, silandela umnxeba wengeniso, apho siya kubhengeza amanyathelo abalulekileyo okunciphisa iindleko. Siceba ukuzuza i-10 yeebhiliyoni zeerandi kugcino lweendleko ngo-2025, kuquka nokubeka phantsi abantu abamalunga ne-15,000, nto leyo eyenza i-15% yabasebenzi bethu bebonke. Uninzi lwala manyathelo luya kugqitywa ekupheleni kwalo nyaka.
Kum ezi ziindaba ezibuhlungu. Ndiyazi ukuba kuya kuba nzima ngakumbi kuni nonke. Namhlanje lusuku olucelomngeni kakhulu kwi-Intel njengoko sisenza ezona nguqu zibalulekileyo kwimbali yenkampani. Xa sidibana kwiiyure ezimbalwa, ndiza kuthetha malunga nokuba kutheni sisenza oku kwaye yintoni onokuyilindela kwiiveki ezizayo. Kodwa ngaphambi koko, ndifuna ukwabelana ngeengcinga zam.
Ngokwenyani, kufuneka silungelelanise ulwakhiwo lwethu lweendleko kunye neemodeli ezintsha zokusebenza kwaye sitshintshe indlela esisebenza ngayo. Ingeniso yethu ayizange ikhule njengoko bekulindelekile, kwaye asizange sizuze ngokupheleleyo kwiindlela ezinamandla ezifana ne-AI. Iindleko zethu ziphezulu kakhulu, kwaye imida yethu yenzuzo iphantsi kakhulu. Kufuneka sithathe amanyathelo angqingqwa ukujongana nale miba mibini-ingakumbi xa siqwalasela ukusebenza kwethu kwezemali kunye nembonakalo yesiqingatha sesibini sika-2024, engumceli mngeni ngakumbi kunokuba bekulindelwe ngaphambili.
Ezi zigqibo zibe lucelomngeni olukhulu kum ngokobuqu, kwaye yeyona nto inzima endiyenzileyo kumsebenzi wam. Ndiyakuqinisekisa ukuba kwezi veki nakwiinyanga ezizayo, siza kubeka phambili inkcubeko yokunyaniseka, ukungafihli kunye nentlonipho.
Kwiveki ezayo, siza kubhengeza isicwangciso somhlalaphantsi esongeziweyo sabasebenzi abafanelekileyo kwinkampani iphela kwaye sibonelela ngokubanzi ngenkqubo yokwahlukana ngokuzithandela. Ndiyakholelwa ukuba indlela esiluphumeza ngayo olu tshintsho ibaluleke njengotshintsho ngokwalo, kwaye siya kugcina amaxabiso e-Intel kuyo yonke le nkqubo.
Izinto eziphambili ngokubaluleka
Izenzo esizithathayo ziya kwenza i-Intel ibe yinkampani ethambileyo, elula, kwaye ekhawulezayo. Makhe ndiqaqambise iindawo zethu eziphambili ekugxilwe kuzo:
Ukunciphisa iindleko zokusebenza: Siya kuqhuba ukusebenza kunye neendleko ezifanelekileyo kuyo yonke inkampani, kubandakanywa ukonga kweendleko ezikhankanywe ngasentla kunye nokunciphisa abasebenzi.
Ukwenza lula ipotfoliyo yethu yemveliso: Siza kugqiba amanyathelo okwenza lula ishishini lethu kule nyanga. Icandelo ngalinye leshishini lihlola ipotifoliyo yemveliso yalo kwaye lichonge iimveliso ezingasebenzi kakuhle. Kwakhona siya kudibanisa ii-asethi eziphambili zesoftware kwiiyunithi zethu zoshishino ukukhawulezisa ukutshintshela kwizisombululo ezisekelwe kwinkqubo. Siza kunciphisa ugxininiso lwethu kwiiprojekthi ezimbalwa, ezinempembelelo ngakumbi.
Ukuphelisa ukuntsokotha: Siya kunciphisa iileya, siphelise ukuxinana koxanduva, siyeke umsebenzi ongabalulekanga, kwaye sikhuthaze inkcubeko yobunini noxanduva lokuphendula. Umzekelo, siya kudibanisa isebe lempumelelo yabathengi kwiintengiso, ukuthengisa, kunye nonxibelelwano ukwenza lula inkqubo yethu yokuya kwintengiso.
Ukunciphisa imali eyinkunzi kunye nezinye iindleko: Ngokugqitywa komgaqo-nkqubo wethu wembali weminyaka emine weendlela ezintlanu, siya kuphonononga zonke iiprojekthi ezisebenzayo kunye nempahla yexabiso ukuze siqalise ukutshintsha ugxininiso lwethu kwimpumelelo enkulu kunye namanqanaba enkcitho aqheleke ngakumbi. Oku kuya kubangela ukuncipha okungaphezulu kwe-20% kwinkcitho yethu enkulu ka-2024, kwaye siceba ukunciphisa iindleko zokuthengisa ezingaguquguqukiyo malunga ne-1 yebhiliyoni yeedola ngo-2025.
Ukunqumamisa ukuhlawulwa kwesahlulo: Ukuqala kwikota ezayo, siza kunqumamisa ukuhlawulwa kwesahlulo ukuze sibeke phambili utyalo-mali lweshishini kwaye sifumane inzuzo ezinzileyo.
Ukugcina utyalo-mali lokukhula: Isicwangciso sethu se-IDM 2.0 sisahleli singatshintshwanga. Emva kweenzame zokuvuselela injini yethu yokuyila, siya kuqhubeka nokugxila kutyalo-mali kwinkqubo yetekhnoloji kunye nobunkokeli obuphambili bemveliso.
Ikamva
Andicingi ukuba indlela engaphambili iza kuba mpuluswa. Nawe akufanelekanga. Namhlanje lusuku olunzima kuthi sonke, kwaye kuseza kubakho iintsuku ezinzima ezizayo. Kodwa nangona kukho imingeni, senza utshintsho oluyimfuneko ukuze siqinise inkqubela yethu kwaye singenise ixesha elitsha lokukhula.
Njengoko siqala kolu hambo, kufuneka sihlale sinamabhongo, sisazi ukuba i-Intel yindawo apho iimbono ezinkulu zizalelwa khona kwaye amandla okunokwenzeka anokoyisa imeko yequo. Emva kwayo yonke loo nto, injongo yethu kukudala itekhnoloji etshintsha umhlaba kwaye iphucule ubomi babo bonke abantu emhlabeni. Sizama ukubandakanya ezi mbono ngaphezu kwayo nayiphi na enye inkampani emhlabeni.
Ukuzalisekisa lo mnqophiso, kufuneka siqhubeleke nokuqhuba isicwangciso sethu se-IDM 2.0, esihlala singatshintshi: ukuseka kwakhona ubunkokeli benkqubo yeteknoloji; ukwenza utyalo-mali kwikhonkco elikhulu, elikwaziyo ukumelana nehlabathi ngokusebenzisa izakhono ezandisiweyo zokuvelisa e-US nakwi-EU; ukuba kumgangatho wehlabathi, isiseko sokugqibela sabathengi bangaphakathi nabangaphandle; ukwakha ngokutsha ubunkokeli bepotfoliyo yemveliso; kunye nokufezekisa i-AI ekuyo yonke indawo.
Kule minyaka imbalwa idlulileyo, sakhe ngokutsha i-injini ezinzileyo, esele ikho kwaye iyasebenza ngoku. Ngoku lixesha lokugxila ekwakhiweni kwenjini yezemali ezinzileyo ukuze siqhube ukukhula komsebenzi wethu. Kufuneka siphucule ukwenziwa, siziqhelanise neenyaniso ezintsha zentengiso, kwaye sisebenze ngendlela ekhawulezayo. Lo ngumoya esithatha ngawo inyathelo-siyazi ukuba ukhetho esilwenzayo namhlanje, nangona lunzima, luyakwandisa amandla ethu okunceda abathengi kunye nokukhulisa ishishini lethu kwiminyaka ezayo.
Njengoko sithabatha inyathelo elilandelayo kuhambo lwethu, masingalibali ukuba le nto siyenzayo ayizange ibaluleke ngakumbi kunokuba injalo ngoku. Umhlaba uya kuthembela ngakumbi kwi-silicon ukuba isebenze-i-Intel esempilweni, ephilileyo iyafuneka. Yiloo nto umsebenzi esiwenzayo ubaluleke kangaka. Asenzi ngokutsha inkampani enkulu kuphela, kodwa sikwadala itekhnoloji kunye nesakhono sokwenza izinto eziya kuthi zilungise ihlabathi kumashumi eminyaka ezayo. Le yinto esingamele siyilibale ekusukeleni kwethu usukelo lwethu.
Siza kuqhubeka nengxoxo kwiiyure ezimbalwa. Nceda uze nemibuzo yakho ukuze sibe neengxoxo ezivulelekileyo nezinyanisekileyo malunga nokulandelayo.
Ixesha lokuposa: Aug-12-2024