We're in 2023, he's been in the CEO seat for 2 years already. He's had plenty of time to show the world his intent and where they are going. All that has happened is they launched a very mid GPU and have yielded more ground to AMD. Meanwhile AMD continue to eat away at Intel's talent pool, market share, and still managed to push into the AI space.
> for 2 years already ... All that has happened is they launched a very mid GPU
Hardware development cycles are closer to 5 years. So while he might have gotten some adjustments done on the designs so far, if he turned the ship around it'll take a while longer to materialize.
The software side is more agile, so any tea leave reading to discern what Gelsinger's strategy looks like is best done over there.
Not only that, for a “first” (not sure how much of Larrabee was salvaged) discrete GPU attempt, Intel Arc is fantastic. Look at the first GPUs Nvidia and ATI launched.
It’s only when you put them up against Nvidia and AMDs comes-with-decades-of-experience offerings that Intel’s GPUs seem less than stellar.
Yeah Arc is incredible in how much it accomplished as a first attempt and as long as they keep at it without chopping it up into a bunch of artificially limited market segments then it'll probably be incredibly competitive in a few generations.
He should be sweating.