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Intel acquires Linutronix

community.intel.com

21–30 of 139 posts

Re: Intel acquires Linutronix

#21
post #7

Intel seems to be making all the right moves. I'm excited to see what Pat Gelsinger can do over the next 5 years (I'm long INTC).

Their current CPU-features-as-a-service marketing push doesn't look like a right move to me.

For nvidia, in the datacenter, they made all the features of most cards a service you can't buy, and it paid off big for them.

Re: Intel acquires Linutronix

#22
post #16
post #7

Earlier quoted context omitted.

Their current CPU-features-as-a-service marketing push doesn't look like a right move to me.

Like it or not, that's probably where the industry will be in 5 years. You might not like it, but X-as-a-service make way more money for the company, and shareholders. It'll probably look like this: buy a 'cheap' Intel CPU for $99 (say, 4P, 12E cores clocked at 2 GHz), with "Turbo" to 4.5 GHz being a $79/year subscription and "Extreme Turbo Max" to 5.1 GHz being an additional $35/year. First year free, of course, to…

Damn, the future of personal computing gets more depressing every day.

Re: Intel acquires Linutronix

#24
As Thomas Gleixner has been the x86 maintainer since 2008, what do they gain from this? It seems a pretty close relationship already. It's not as if they're acquiring IP. Conversely if they'll allow Linutronix to continue "to operate as an independent business" and e.g. work on other architectures like RISC-V, then that dilutes their access to the talent they're acquiring.

Re: Intel acquires Linutronix

#25
post #7

Intel seems to be making all the right moves. I'm excited to see what Pat Gelsinger can do over the next 5 years (I'm long INTC).

Their current CPU-features-as-a-service marketing push doesn't look like a right move to me.

Wouldn't that be exactly the right thing to do if you want to minimize physical sku's and maximize sales?

as far as the user is concerned, if they put deactivated silicon on a chip, and can hit the power envelope targets, then it's like it wasn't there at all...

Re: Intel acquires Linutronix

#26
post #7

Intel seems to be making all the right moves. I'm excited to see what Pat Gelsinger can do over the next 5 years (I'm long INTC).

Their current CPU-features-as-a-service marketing push doesn't look like a right move to me.

OK, I get the worry around software-enabled CPU features. I really do. But what evidence do we have that Intel is pushing it specifically for renting those features out vs price differentiation at purchase time (which has been their model forever)

Re: Intel acquires Linutronix

#27

Earlier quoted context omitted.

Intel is currently worth less than AMD even though Intel's profit is quite a bit higher than AMDs entire revenue. I recognize that Intel has huge problems to solve but they absolutely seem undervalued currently.

AMD is way more nimble than Intel though, since they're fabless.

And I'm more nimble than both because I'm fabless and designless.

Re: Intel acquires Linutronix

#28
post #16
post #7

Earlier quoted context omitted.

Their current CPU-features-as-a-service marketing push doesn't look like a right move to me.

Like it or not, that's probably where the industry will be in 5 years. You might not like it, but X-as-a-service make way more money for the company, and shareholders. It'll probably look like this: buy a 'cheap' Intel CPU for $99 (say, 4P, 12E cores clocked at 2 GHz), with "Turbo" to 4.5 GHz being a $79/year subscription and "Extreme Turbo Max" to 5.1 GHz being an additional $35/year. First year free, of course, to…

That trick might work for home desktop due to the short sight bug in human consumers (mostly gamers?), but does it make sense for server? It seems like a bunch of potential liabilities for a cloud host or data center operator. This is basically DRM for CPU and as such, its primary function is to stop working when all the business rules don't line up right.

Re: Intel acquires Linutronix

#29
post #7

Earlier quoted context omitted.

Their current CPU-features-as-a-service marketing push doesn't look like a right move to me.

>> Their current CPU-features-as-a-service marketing push doesn't look like a right move to me. That was bothering me a bit too, but then I realized it may have a use that most of us don't care about. Sure they could charge more for AVX512 or whatever, and they might try to charge rent for such options which I'm not a fan of. But what if they are being asked by 3-letter agencies for chips with custom circuitry that w…

This is already a standard practice and wouldn’t require changing their business model.

Re: Intel acquires Linutronix

#30

As Thomas Gleixner has been the x86 maintainer since 2008, what do they gain from this? It seems a pretty close relationship already. It's not as if they're acquiring IP. Conversely if they'll allow Linutronix to continue "to operate as an independent business" and e.g. work on other architectures like RISC-V, then that dilutes their access to the talent they're acquiring.

Yeah, Intel clearly has no interest in helping RISC-V succeed.

https://www.zdnet.com/article/intel-invests-in-open-source-r...

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