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Intel Discontinues the Intel Developer Forum; IDF17 Cancelled

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21–30 of 201 posts

Re: Intel Discontinues the Intel Developer Forum; IDF17 Cancelled

#21
post #2

I'm wondering why Intel is withdrawing so much of their money from different projects like this and OpenStack. Maybe AMD is putting a lot of financial pressure on them, and they have to put more funds in R&D?

But these money are tiny compared to the Impact they will/should get from AMD Ryzen.

To remain price competitive with AMD Ryzen, Intel's Gross margin will likely take a dive from the current 60% to below 50% over the next few years. The Data Center Group represent 30% of the Revenue, and my guess it represent 60%+ of the profits.

OpeX is increasing, R&D required for each node is increasing. They are not in Smartphone, they are not opening up their Fab. Basically their future looks pretty grim to me. They wont disappeared all of a sudden, they will likely have 3 to 5 years more time to figure it out.

But, again none of this has to do with Intel withdrawing from so many project. I cant believe saving money from these event / project are the motives.

Re: Intel Discontinues the Intel Developer Forum; IDF17 Cancelled

#22
post #15

From what I gather online, intel is entering into an exestential crisis as homegrown chips and GPUs are replacing CPUs in the battle for tomorrow's data center. All of the interesting research from Google and others all have one thing in common: a custom asic processor.

You forgot that Intel bought Nervana Systems last year, right before IDF. They develop custom ASIC processors for machine learning.

Which doesn't necessarily mean anything for Intel's future in machine learning. Intel bought an ARM chip maker before, too, and because of internal conflict of interest with the x86 group, it ended-up killing the ARM division.

Will the same happen to other non-x86 groups? Who knows. But we also see that even Intel's previous "accelerator" divisions have moved focus to being "CPU-driven" as well (Xeon Phi), so we have that data point.

I also remember some of the articles from a decade ago that were sure Intel's "might" would help it succeed in the mobile market. I'm not entirely sure if it's as bad for Intel in the machine learning market, because right now there's pretty much only one competitor rather than many.

It's usually much easier to be second in a market than the 5th, as some customers would inevitably get some raw deals from the incumbent, and they'll want an alternative. But if the machine learning market starts becoming entrenched around GPUs, that second player may end-up being AMD, which I think will have decent alternatives to Nvidia's training and inference GPUs in a year or two (mainly for 2019 with 7nm Navi, though).

Re: Intel Discontinues the Intel Developer Forum; IDF17 Cancelled

#23
post #20

Interesting move after "AMD Rizen" was launched, wonder how this is going to be viewed on the stock market.

AMD has had cheaper/slower processors for many years. Is something different about Ryzen?

Quite a bit.

Re: Intel Discontinues the Intel Developer Forum; IDF17 Cancelled

#24
post #20

Interesting move after "AMD Rizen" was launched, wonder how this is going to be viewed on the stock market.

AMD has had cheaper/slower processors for many years. Is something different about Ryzen?

Cheaper and MUCH slower, Lower Pref / Watts.

Ryzen close the gap and offer better value for money.

Re: Intel Discontinues the Intel Developer Forum; IDF17 Cancelled

#25
post #20

Interesting move after "AMD Rizen" was launched, wonder how this is going to be viewed on the stock market.

AMD has had cheaper/slower processors for many years. Is something different about Ryzen?

Is that the case? From the benchmarks I've seen, they're not slower. They might be slower for single-core video game performance, but you need to spend over $1000 on Intel to compete with the $500 Ryzen on workstation performance. I imagine most companies care more about workstation performance.

Re: Intel Discontinues the Intel Developer Forum; IDF17 Cancelled

#26
post #20

Interesting move after "AMD Rizen" was launched, wonder how this is going to be viewed on the stock market.

AMD has had cheaper/slower processors for many years. Is something different about Ryzen?

Yes, the Naples 32 cores/64 threads powerhouse is what's dangerous to Intel, especially at its performance level. (datacenter is where Intel probably makes most of its profits, and Naples is eating right into that market)

Re: Intel Discontinues the Intel Developer Forum; IDF17 Cancelled

#27
post #25
post #20

Earlier quoted context omitted.

AMD has had cheaper/slower processors for many years. Is something different about Ryzen?

Is that the case? From the benchmarks I've seen, they're not slower. They might be slower for single-core video game performance, but you need to spend over $1000 on Intel to compete with the $500 Ryzen on workstation performance. I imagine most companies care more about workstation performance.

Power efficiency of the Ryzen 7 1700 is just massive. And it even has ECC at those prices...

Re: Intel Discontinues the Intel Developer Forum; IDF17 Cancelled

#28

From what I gather online, intel is entering into an exestential crisis as homegrown chips and GPUs are replacing CPUs in the battle for tomorrow's data center. All of the interesting research from Google and others all have one thing in common: a custom asic processor.

The ASIC processors Google use are for inference, not training. Having efficient inference is great, but training is what uses up most of the compute power.

The battle between GPUs and CPUs in the datacenter is real, but I wouldn't count out regular CPUs yet. Even with GPU-ready frameworks like Tensorflow, Theano, and Pytorch, it still requires a fair amount of domain expertise to get good performance out of GPUs. These frameworks can automatically offload compute kernels to the GPU, but actually getting good performance still requires you to understand the memory model, what data to pin in GPU memory, how to use the limited GPU memory effectively, etc.

The new instruction sets that Intel have been adding (e.g. all of the recent vectorized FMA instructions) go a long way to making Intel CPUs competitive for a lot of this ASIC/GPU stuff out of the box for things like neural networks. Nvidia has been off to a really great start in this area, and they have carved out a very respectable lead, but I think it's premature to say that Intel (or AMD) are having an existential crisis.

Re: Intel Discontinues the Intel Developer Forum; IDF17 Cancelled

#29

From what I gather online, intel is entering into an exestential crisis as homegrown chips and GPUs are replacing CPUs in the battle for tomorrow's data center. All of the interesting research from Google and others all have one thing in common: a custom asic processor.

Most of the workload is still on CPUs - so the main competitor would be ARM server CPUs?

Re: Intel Discontinues the Intel Developer Forum; IDF17 Cancelled

#30
post #7

I'm guessing these yearly conferences will fade away as Moore's Law falls apart and Intel and others will have a harder time coming up with something new to showcase every year. No longer can you rely on process shrinks to innovate.

People always talk about Moore's Law falling apart, and it seems like people didn't see it coming. I mean, I didn't, I'm just a guy that reads a lot of scifi. But I always assumed whiz-bang mathematicians had already figured out, I dunno, the threshold at which a processor can be nanosized, or like how big a processor could become before the distances became too great that due to the speed of light further computational advancement wasn't possible. I mean, I know nothing about this stuff, like I said, I just read a lot of scifi and have a high opinion of all the smart folk researching this stuff. Would love to learn more.
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