MarsBloom
09-20

$Intel(INTC)$ Who is the 1 buyer of processors, PCs and everything? The US federal government. True, Intel is losing on graphics, and datacenter, and AI etc. but thre are still ecosystems in play. All it takes is a few companies like Dell and Microsoft to say that they will continue to support that ecosystem and it will work. Never underestimate the power of power. MobilEye was always going to win - you just have to look at what they are building and the plan. Yeah - money gpot expensive and killed everyone's plans. People don't realize just how important the supply chain is, especially when they can't see it. Intel is the US's processing company - they will get the contracts - even if they have to add more processors to meet the reqs.

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