if openAI starts making their own jalapeno chips, maybe intel gets a comeback printing the jalapeno chips for openAI? because a new worry for intel and AMD is going to be when openAI and anthropic just design all their own hardware, and dont need any of the "historical expertise" those companies have. so then the only value is "who has the physical value that can make these designs".

so intel took the hit now, AMD might take the hit later as they're kinda...... mostly a software company, that contracts to hardware companies.