Ngokutsho kukaNikkei, i-Intel iceba ukugxotha abantu abayi-15,000. Oku kuza emva kokuba inkampani ibike ukwehla kwe-85% kunyaka nonyaka kwinzuzo yekota yesibini ngoLwesine. Kwiintsuku ezimbini ngaphambili, i-AMD ekhuphisana nayo ibhengeze ukusebenza okumangalisayo okuqhutywa kukuthengiswa okunamandla kweetships ze-AI.
Kukhuphiswano olukhulu lweetships ze-AI, i-Intel ijongene nokhuphiswano olukhulu ngakumbi oluvela kwi-AMD kunye neNvidia. I-Intel ikhawulezise uphuhliso lweetships zesizukulwana esilandelayo kwaye yandisa inkcitho ekwakheni izityalo zayo zokwenza imveliso, nto leyo ebeka uxinzelelo kwinzuzo yayo.
Kwiinyanga ezintathu eziphele ngomhla wama-29 kuJuni, i-Intel ibike ingeniso ye-$12.8 yeebhiliyoni, ukwehla kwe-1% ngonyaka. Ingeniso epheleleyo yehle ngama-85% ukuya kwi-$830 yezigidi. Ngokwahlukileyo koko, i-AMD ibike ukunyuka kwengeniso nge-9% ukuya kwi-$5.8 yezigidigidi ngoLwesibini. Ingeniso epheleleyo yenyuke nge-19% ukuya kwi-$1.1 yezigidigidi, iqhutywa kukuthengiswa okunamandla kweetships zedatha ze-AI.
Kwintengiso emva kweeyure zomsebenzi ngoLwesine, ixabiso lesitokhwe se-Intel lehle ngama-20% ukusuka kwixabiso lokuvala kosuku, ngelixa i-AMD kunye neNvidia zibone ukunyuka okuncinci.
I-CEO ye-Intel uPat Gelsinger uthe kwingxelo yabezindaba, “Nangona sifikelele kwimigangatho ephambili yemveliso kunye netekhnoloji yenkqubo, ukusebenza kwethu kwezemali kwikota yesibini bekudanisa.” Igosa eliyiNtloko yezeMali uGeorge Davis uthi ukuthamba kwale kota “kubangele ukukhula ngokukhawuleza kweemveliso zethu ze-AI PC, iindleko eziphezulu kunokuba bekulindelwe ezinxulumene namashishini angengomsebenzi uphambili, kunye nempembelelo yokusetyenziswa okungaphelelanga kwamandla.”
Njengoko iNvidia iqhubeka nokuqinisa isikhundla sayo esiphambili kwicandelo leetshiphusi ze-AI, i-AMD kunye ne-Intel bezikhuphisana kwindawo yesibini kwaye zibheja kwiikhompyutha ezixhaswa yi-AI. Nangona kunjalo, ukukhula kwentengiso ye-AMD kwikota yakutshanje kube namandla kakhulu.
Ngoko ke, i-Intel ijonge "ukuphucula ukusebenza kakuhle kunye nokukhuphisana kwimarike" ngesicwangciso sokonga iindleko se-$10 yeebhiliyoni ngo-2025, kuquka ukugxotha abantu abamalunga ne-15,000, nto leyo ethetha i-15% yabasebenzi bayo bonke.
“Ingeniso yethu ayikhulanga njengoko besilindele—asizange sizuze ngokupheleleyo kwiindlela ezinamandla ezifana ne-AI,” utshilo uGelsinger kwingxelo yakhe kubasebenzi ngoLwesine.
“Iindleko zethu ziphezulu kakhulu, kwaye inzuzo yethu iphantsi kakhulu,” uqhube watsho. “Kufuneka sithathe amanyathelo aqatha ukujongana nale miba mibini—ingakumbi xa sicinga ngendlela esisebenza ngayo ngokwezimali kunye nendlela esijonge ngayo isiqingatha sesibini sika-2024, nto leyo enomngeni omkhulu kunokuba bekulindelwe ngaphambili.”
I-CEO ye-Intel uPat Gelsinger unike abasebenzi intetho malunga nesicwangciso sokutshintsha esikwinqanaba elilandelayo lenkampani.
Ngomhla woku-1 kweyeThupha ngo-2024, emva kokubhengezwa kwengxelo yezemali yekota yesibini ye-Intel ka-2024, i-CEO uPat Gelsinger uthumele isaziso esilandelayo kubasebenzi:
Iqela,
Sisa intlanganiso yeenkampani zonke namhlanje, emva kobizo lwengeniso, apho siza kubhengeza amanyathelo abalulekileyo okunciphisa iindleko. Siceba ukufezekisa i-10 yeebhiliyoni zeerandi kwimali yokonga iindleko ngo-2025, kuquka ukugxotha abantu abamalunga ne-15,000, nto leyo ethetha i-15% yabasebenzi bethu bonke. Uninzi lwala manyathelo luza kugqitywa ekupheleni kwalo nyaka.
Kum, ezi ziindaba ezibuhlungu. Ndiyazi ukuba kuza kuba nzima nangakumbi kuni nonke. Namhlanje lusuku olunzima kakhulu kwi-Intel njengoko sidlula kwezinye zezona nguqu zibalulekileyo kwimbali yenkampani. Xa sidibana kwiiyure ezimbalwa, ndiza kuthetha ngesizathu sokuba senze oku kunye nento eninokuyilindela kwiiveki ezizayo. Kodwa ngaphambi koko, ndifuna ukwabelana ngeengcinga zam.
Ngokwenyani, kufuneka silungelelanise ulwakhiwo lwethu lweendleko neemodeli ezintsha zokusebenza kwaye sitshintshe ngokusisiseko indlela esisebenza ngayo. Ingeniso yethu ayikhulanga njengoko besilindele, kwaye asikafumani nzuzo ngokupheleleyo kwiindlela ezinamandla ezifana ne-AI. Iindleko zethu ziphezulu kakhulu, kwaye inzuzo yethu iphantsi kakhulu. Kufuneka sithathe amanyathelo aqinileyo ukujongana nale miba mibini—ingakumbi xa sicinga ngendlela esisebenza ngayo ngokwezimali kunye nembono yesiqingatha sesibini sika-2024, esinzima ngakumbi kunokuba besilindele ngaphambili.
Ezi zigqibo zibe ngumceli mngeni omkhulu kum, kwaye yeyona nto inzima endiyenzileyo emsebenzini wam. Ndiyakuqinisekisa ukuba kwiiveki nakwiinyanga ezizayo, siza kubeka phambili inkcubeko yokunyaniseka, ukungafihli nto, kunye nentlonipho.
Kwiveki ezayo, siza kubhengeza isicwangciso somhlalaphantsi esiphuculweyo sabasebenzi abafanelekileyo kulo lonke inkampani kwaye sinikezele ngokubanzi ngenkqubo yokwahlukana ngokuzithandela. Ndikholelwa ukuba indlela esiziphumeza ngayo ezi nguqu ibaluleke kakhulu njengotshintsho ngokwalo, kwaye siza kugcina ixabiso le-Intel kuyo yonke inkqubo.
Izinto Eziphambili Eziphambili
Amanyathelo esiwathathayo aza kwenza i-Intel ibe yinkampani ethambileyo, elula, nekhawulezayo. Mandigqamise iindawo ezibalulekileyo esijolise kuzo:
Ukunciphisa iindleko zokusebenza: Siza kuqhuba ukusebenza kakuhle kunye nokusebenza kakuhle kweendleko kuyo yonke inkampani, kuquka ukonga iindleko okukhankanyiweyo apha ngasentla kunye nokunciphisa abasebenzi.
Ukwenza lula ipotifoliyo yethu yemveliso: Siza kugqiba amanyathelo okwenza lula ishishini lethu kule nyanga. Iyunithi nganye yeshishini iqhuba uphononongo lwepotifoliyo yayo yemveliso kwaye ichonge iimveliso ezingasebenzi kakuhle. Siza kudibanisa neeasethi zesoftware eziphambili kwiiyunithi zethu zeshishini ukuze sikhawulezise ukutshintshela kwizisombululo ezisekwe kwinkqubo. Siza kunciphisa ingqwalasela yethu kwiiprojekthi ezimbalwa nezinefuthe ngakumbi.
Ukususa ubunzima: Siza kunciphisa iileya, sisuse uxanduva oluhambelanayo, siyeke umsebenzi ongabalulekanga, kwaye sikhuthaze inkcubeko yokuba ngabanini kunye noxanduva. Umzekelo, siza kudibanisa icandelo lempumelelo yabathengi kwintengiso, ukuthengisa, kunye nonxibelelwano ukuze kube lula inkqubo yethu yokungena kwimarike.
Ukunciphisa iindleko zemali kunye nezinye: Xa kugqityiwe isicwangciso sethu seminyaka emine esinee-node ezintlanu, siza kuhlola zonke iiprojekthi kunye neeasethi ezisebenzayo ukuze siqale ukutshintsha ingqwalasela yethu siye ekusebenzeni kakuhle kwemali kunye namanqanaba enkcitho eqhelekileyo. Oku kuya kubangela ukwehla okungaphezulu kwama-20% kwiindleko zethu zemali ngo-2024, kwaye siceba ukunciphisa iindleko zokuthengisa ezingaguquguqukiyo malunga ne-$1 yeebhiliyoni ngo-2025.
Ukumisa iintlawulo zezabelo: Ukususela kwikota ezayo, siza kuyimisa iintlawulo zezabelo ukuze sibeke phambili utyalo-mali lweshishini kwaye sifumane inzuzo ezinzileyo.
Ukugcina utyalo-mali olukhula: Icebo lethu le-IDM 2.0 alitshintshi. Emva komzamo wokwakha kwakhona injini yethu yokuvelisa izinto ezintsha, siza kuqhubeka nokugxila kutyalo-mali kwiteknoloji yenkqubo kunye nobunkokeli obuphambili bemveliso.
Ikamva
Andicingi ukuba indlela engaphambili iza kuba lula. Nawe akufanele. Namhlanje lusuku olunzima kuthi sonke, kwaye kuza kubakho iintsuku ezinzima ngakumbi. Kodwa nangona kukho imingeni, senza utshintsho olufunekayo ukuze siqinise inkqubela yethu kwaye singenise ixesha elitsha lokukhula.
Njengoko siqala olu hambo, kufuneka sihlale sineenjongo ezinkulu, sisazi ukuba i-Intel yindawo apho kuzalwa khona iingcamango ezinkulu kwaye amandla okunokwenzeka anokoyisa imeko ekhoyo. Kaloku, umsebenzi wethu kukudala iteknoloji etshintsha ihlabathi kwaye iphucule ubomi bomntu wonke emhlabeni. Sizama ukubonakalisa ezi ngcamango ngaphezu kwayo nayiphi na enye inkampani ehlabathini.
Ukuze sizalisekise olu thumo, kufuneka siqhubeke nokuqhuba icebo lethu le-IDM 2.0, elingatshintshiyo: ukumisela kwakhona ubunkokeli beteknoloji yenkqubo; ukutyala imali kwiikhonkco zokubonelela ezinkulu nezizinzileyo kwihlabathi liphela ngokusebenzisa amandla okuvelisa andayo e-US nase-EU; ukuba yindawo yokuqalisa imveliso ekumgangatho wehlabathi, ekumgangatho ophezulu kubathengi bangaphakathi nabangaphandle; ukwakha kwakhona ubunkokeli bepotifoliyo yemveliso; kunye nokufezekisa i-AI efumaneka kuyo yonke indawo.
Kwiminyaka embalwa edlulileyo, sakhe kwakhona injini yokuvelisa izinto ezintsha ezinzileyo, ngoku esebenza kakhulu kwaye iyasebenza. Ngoku lixesha lokugxila ekwakheni injini yezemali ezinzileyo ukuze siqhubele phambili ukukhula komsebenzi wethu. Kufuneka siphucule indlela esisebenza ngayo, sizivumelanise neenyani ezintsha zemarike, kwaye sisebenze ngendlela ekhawulezayo. Lo ngumoya esithatha ngawo inyathelo—siyazi ukuba ukhetho esilwenzayo namhlanje, nangona lunzima, luya kuphucula amandla ethu okukhonza abathengi kwaye lukhulise ishishini lethu kwiminyaka ezayo.
Njengoko sithatha inyathelo elilandelayo kuhambo lwethu, masingalibali ukuba oko sikwenzayo akukaze kube kubaluleke ngaphezu kokuba kunjalo ngoku. Ihlabathi liza kuxhomekeka ngakumbi kwi-silicon ukuze lisebenze—i-Intel enempilo nephilayo iyafuneka. Yingakho umsebenzi esiwenzayo ubaluleke kangaka. Asiyi kubumba inkampani enkulu kuphela, kodwa sikwadala ubuchwepheshe kunye nezakhono zokuvelisa eziza kuguqula ihlabathi kwiminyaka emininzi ezayo. Le yinto esingafanele siyilibale xa sifezekisa iinjongo zethu.
Siza kuqhubeka nengxoxo emva kweeyure ezimbalwa. Nceda uzise imibuzo yakho ukuze sibe nengxoxo evulekileyo nenyanisekileyo malunga noko kuza kulandela.
Ixesha lokuthumela: Agasti-12-2024