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by MrBuddyCasino 453 days ago
> it made us look elsewhere, as it does not seem like Intel is serious about developing/maintaining this product line

Everyone has to find out eventually, that unless „product line“ is high-margin CPUs, Intel will cancel it sooner or later. I hope they aren’t stupid enough to do that with their GPUs (again).

3 comments

Yep, Intel isn't serious about any product.

People criticise Google for killing products, but Intel has reached a point where their continued existence is threatened by a lack of faith in their ability to continue products without killing them. What lunatic would build on their fab when TSMC exists? And if no one is going to use Intel fabs, then what hope does Intel have to be competitive long term?

At least most of Google abandoned projects are software. With Intel, you may be left with a piece of unsupported junk.
Maybe if the fabs get spun off, they won’t have the luxury of cancelling foundry deals.
at this point, they should just discontinue the CPUs. They obviously can't compete in that space. Not being sarcastic here.
They should just sell one cpu.
> I hope they aren’t stupid enough to do that with their GPUs (again).

They have to keep the GPU part alive, if only to be able to compete with AMD. It's no surprise that both the PS5 and Xbox run on a CPU+GPU combination from AMD - if Intel wants to ever get a share of the console market again (which is admittedly low margin, but extremely high volume to make up for it) they have to be able to match the kind of degree of integration that a modern console requires, and seriously I doubt that Intel will hand over enough knowledge to NVidia to get a competitive offer.

In the non-server general compute market, the situation is similar. The ARM threat all comes with established GPUs as part of the SoC, and so does AMD.

Nvidia has that level of integration too— they've been shipping integrated ARM CPU/GPU packages since 2014 on the Jetson series, not to mention the Tegra tablet that became the Switch: https://en.wikipedia.org/wiki/Tegra

It really is only Intel that isn't with the programme on this, so no wonder they're willing to bleed money to try to catch up.

I think they were referring to the discrete/ non-integrated GPUs.
Discrete GPUs on add-in cards are the high margin market in computer hardware currently and with nvidia universally hated there's a lot of opportunity in the market. The problem is, as usual, execution.
>Discrete GPUs on add-in cards are the high margin market in computer hardware currently

For AMD and Nvidia yeah, but Intel is currently bleeding money on their GPUs since they're made on the expensive TSMC nodes instead in their own fabs, and they price them very low to gain market share as sales aren't stellar due to mid performance.

The only reason they haven't cancelled it already is they're playing the long game.

The issue is if the AI bubble bursts by the time they release anything competitive causing margins to tank again.