A bit off mark on networking, looking at Tofino there. Could have maybe left barefoot alone, but no, buy it, hype it, actually tape out and start delivering nextgen, then cancel before people rack them.
With regards to Tofino, I think they've looked at the portfolio and realized they can fill that niche with their FPGA products. Looks like they've stripped out all the useful IP from Barefoot and repackaged it to be used on a Stratix/Agilex chips, or as tiles on their other devices.
I didn't want to be a pain, but I'm still waiting on a 200G (QSFP56) 400G (QSFP-DD or QSFP112) Ethernet NIC and some kind of user-programmable (and no FPGA isn't a panacea here for many reasons) packet pipelining. Connect-X (from 5 onward) is king there and of course it's all closed. You also get Broadcom stuff there. But no Intel.
The real interesting part of the Tofino line was the advent of P4, for smart network switch and eventually some processing in network, scatter-gather support or all-reduce. Some competition for nvswitches but on standard Ethernet for example.
It's worse than that. We built Tofino powered boxes. We have multiple paying customers who bought and deployed them. Intel then cancelled it, screwing us and our customers.
