I genuinely wish that would be the case but client portfolio performance rarely has any bearing on it.
I guess I don’t have a comprehensive understanding of the proportion of affected users but I don’t think Intel suffered at all for the raptor lake failures, even though it affected workstations and notebooks (though I could be mistaken).
car crash noise
That… doesn’t happen because of a crappy driver release. Announcing they may “be tight on product” for 2026 will though.
I don’t think client gfx will really impact their share price either. If there was a delay with server/dc products them maybe.
It can but it would require headlines like “70% of all nividia users find their computers unusable permanently due to a faulty automated update.”
THAT Would cause a solid drop in stock value
I genuinely wish that would be the case but client portfolio performance rarely has any bearing on it.
I guess I don’t have a comprehensive understanding of the proportion of affected users but I don’t think Intel suffered at all for the raptor lake failures, even though it affected workstations and notebooks (though I could be mistaken).