• Intel Honesty

    not a bad rundown of the current state of intel. it’s unsparing in the critique. one thing that it doesn’t do is provide any coverage of the situation the balance of the intel portfolio.

    of note, their horking the network stuff.

    • barefoot tofino was binned. it wasn’t a particularly sexy asic, but it did allow operators to start having some conversations around where it made sense to turn the dial in overlay and packet processing on the host stack vs. offloading certain things to dedicated but programmable network hardware.
    • their NIC line while workable doesn’t seemt to have kept pace with the balance of the DPU developments in the marketplace.