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by ActionHank 920 days ago
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.

He should be sweating.
3 comments
pgeorgi 920 days ago
> 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.

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jorvi 920 days ago
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.

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CuriousCosmic 920 days ago
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.
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signatoremo 920 days ago
His intent is “5 nodes in 4 years” - [0]. The goal is to reclaim the node leadership from TSMC by 2025.

They announced the first chips based on Intel 4 today, which is more or less equivalent to TSMC’s 5nm.

They may fail, but the goal is clear and ambitious.

[0] - https://www.xda-developers.com/intel-roadmap-2025-explainer/

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ksec 920 days ago
>All that has happened is they launched a very mid GPU and have yielded more ground to AMD.

And you dont blame that to Raja Koduri but to Gelsinger?

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