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Intel's Humbling

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Re: Intel's Humbling

#201
post #119
post #88

Earlier quoted context omitted.

I remember when they bought a smart glasses company then refunded every buyer ever the full retail price. There hasn’t been an Intel acquisition that has worked out in some 20 years now it seems. Just utterly unserious people.

Isn't that true for virtually EVERY big tech merger? Like, which ones have actually worked?

Nvidia Mellanox

Re: Intel's Humbling

#202

I was a huge Intel fanboy for years...and then I got my first Windows Arm laptop (Lenovo X13s). Intel has a lot of catching up to do.

I take that to mean you haven't tried any recent (zen3/4 U series) AMD laptops then, or for that matter the M1/2/3's. I've heard this from a number of people who are comparing the x13s or new mac's with their 14nm intel that has a discrete nvidia gpu (which is eating another 10W+) from 2017/8 or so.

I have a pile of laptops including the x13s, and that part burns a good ~30W for a couple minutes, while running ~30% (or worse) slower, then thermally throttles and drops another ~30% in performance.

For light browsing it manages to stay under 5W and gets 10h from its 50Wh battery. This is also doable on just about any AMD or Mac laptop. The AMD machine I'm typing this on tells me I have more than 12 hours remaining and i'm sitting at 81% battery (67Wh). And this machine is a good 3x faster compiling code, or running simple benchmarks like speedometer when its plugged in or allowed to burn 35W. Except it also has a fan that turns on when its under heavy load to keep it from thermally throttling.

Yes the x13s is cute, it is a thin/light laptop and is probably the first windows on arm machine that isn't completely unusable. But, its going to take another leap or two to catch-up with current top of the line machines.

Everyone loves geekbench so, here is an obviously unthrottled x13s vs a similarly rated 28W AMD 7840U.

https://browser.geekbench.com/v5/cpu/21596449 https://browser.geekbench.com/processors/amd-ryzen-7-7840u

That Amd is 2x the single threaded perf, and 50% faster multithreaded, and anything graphics related is going to look even worse.

Re: Intel's Humbling

#203

Earlier quoted context omitted.

You're missing the big one: they missed the boat on 64-bits. It was only because they had a licensing agreement in place with AMD that they were able to wholesale adopt AMD's extensions to deliver 64-bit x86 processors.

That's not at all what happened. Intel's 64-bit story was EPIC/IA-64/Itanium and it was an attempt to gain monopoly and keep x86 for the low-end. AMD64 and Itanic derailed that idea so completely that Intel was forced by Microsoft to adopt the AMD64 ISA. Microsoft refused to port to yet-another incompatible ISA. Had Itanium been a success then Intel would have crushed the competition (however it did succeed in killin…

I don’t think it was Itanium that killed SPARC. On workstations it was improved reliability of Windows and to some extent Linux. Sun tried to combat this with lower cost systems like the Ultra 5, Ultra 10, and Blade 100. Sun fanatics dismissed these systems because they were to PC like. PC fanatics saw them as overpriced and unfamiliar. With academic pricing, a $3500 Ultra 10 with 512 MB of RAM and an awful IDE drive ran circles around a $10000 HP C180 with 128 MB of RAM and an OK SCSI drive because the Sun never had to hit swap. I think Dell and HP x86 PC workstations with similar specs as the Ultra 10 were a bit cheaper.

On servers, 32 bit x86 was doing wonders for small workloads. AMD64 quickly chipped away at the places where 1-4 processor SPARC would have previously been used.

Re: Intel's Humbling

#204
post #42

Intel is a product of corporate cancer that is management consulting.

What does this even mean? (not sarcastic)

People come in on a short term basis. They don't know the company, the business, or the employees. They make long term decisions by applying generic and simplified metrics without deep understanding.

Re: Intel's Humbling

#205
post #139

Earlier quoted context omitted.

I got curious about how ARM is doing in the data center and found this: >Arm now claims to hold a 10.1% share of the cloud computing market, although that's primarily due to Amazon and its increasing use of homegrown Arm chips. According to TrendForce, Amazon Web Services (AWS) was using its custom Graviton chips in 15% of all server deployments in 2021. https://www.fool.com/investing/2023/09/23/arm-holdings-data-...

ARM would be even more popular in the datacenter if getting access to Ampere CPUs was possible. I can get a top of the line Xeon Gold basically next day with a incredibly high quality out of band management from a reputable server provider. (HP, Dell). Ampere? Give it 6 months, €5,000 and maybe you can get one, from Gigabyte. Not known for server quality. (yes, I'm salty, I have 4 of these CPUs and it took a really l…

You can get them on Oracle cloud servers for whatever you choose to do, last i looked and used them.

Re: Intel's Humbling

#206
You can not innovate without competition. AMD will stagnate too without Intel or another company competing.

I am hoping Intel rights its wrongs so they can stay competitive. It takes a good amount of competition to keep businesses honest.

Re: Intel's Humbling

#207
post #72

Earlier quoted context omitted.

> Was ARM really competitive until recently? Nope. Intel crushed them. Intel never "crushed" ARM. Intel completely failed to develop a mobile processor and ARM has a massive marketshare there. ARM has always beaten the crap out of Intel at performance per watt, which turned out to be extremely important both in mobile and data center scale.

I got curious about how ARM is doing in the data center and found this: >Arm now claims to hold a 10.1% share of the cloud computing market, although that's primarily due to Amazon and its increasing use of homegrown Arm chips. According to TrendForce, Amazon Web Services (AWS) was using its custom Graviton chips in 15% of all server deployments in 2021. https://www.fool.com/investing/2023/09/23/arm-holdings-data-...

It'll probably get get there, but it'll probably be a slow migration. After all, no point in tossing out all the Xeon that still have a few years left in them. But I believe Google is now also talking about or is already working on their own custom chip similar to Graviton now. [1]

[1] https://www.theregister.com/2023/02/14/google_prepares_its_o...

Re: Intel's Humbling

#208
post #108
post #50

Everyone acts as though Intel should have seen everything coming. Where was AMD? Was AMD really competitive before Ryzen? Nope. Core 2 series blew them out of the water. Was ARM really competitive until recently? Nope. Intel crushed them. The problem for Intel is the inertia of laziness due to a lack of competition. I wouldn’t count them out just yet, however. The company’s first true swing at modern GPU was actually…

The curse of having weak enemies is that you become complacent. You're right: AMD wasn't competitive for an incredibly long time and ARM wasn't really meaningful for a long time. That's the perfect situation for some MBAs to come into. You start thinking that you're wasting money on R&D. Why create something 30% better this year when 10% better will cost a lot less and your competitors are so far behind that it doesn…

This sounds like Google. Some bean counter is firing people left and right and somehow they think that's going to save them from the fact that AI answers destroy their business model. They need more people finding solutions, not less.

Re: Intel's Humbling

#209
post #37
post #5

Intel's 2010 7.6B$ purchase of mcafee was a sign that Intel doesn't know what its doing. In the CEO's words: The future of chips is security on the chip. I was like no, no its not! I wanted them to get into mobile and GPUs at the time. Nvdia's market cap was about 9B at the time. I know it would have been a larger pill to swallow, and likely had to bid a bit more than 9B, but I thought it was possible for Intel at th…

There's definitely a lot that can be critiqued about that period. Famously they divested their ARM-based mobile processor division just before smartphones took off. The new CEO, as the article mentions, seems to have a lot more of a clue. We just hope he hasn't arrived too late.

  a lot that can be critiqued about that period.
Like the time they appointed Will.I.Am?

https://youtu.be/gnZ9cYXczQU

Re: Intel's Humbling

#210
post #51
post #37

Earlier quoted context omitted.

There's definitely a lot that can be critiqued about that period. Famously they divested their ARM-based mobile processor division just before smartphones took off. The new CEO, as the article mentions, seems to have a lot more of a clue. We just hope he hasn't arrived too late.

>Famously they divested their ARM-based mobile processor division just before smartphones took off. Wasn't that AMD (perhaps also AMD)? Qualcomm Adreno GPUs are ATi Radeon IP, hence the anagram.

Intel sold their XScale family of processors to Marvell in 2006.

I remember very well as back then I was working in University porting Linux to an Intel XScale development platform we had gotten recently.

After I completed the effort, Android was released as a public beta and I dared to port it too to that Development Board as a side project. I thought back then Intel was making a big mistake by missing that opportunity. But Intel were firm believers in the x86 architecture, specially on their Atom Cores.

Those little Intel PXA chips were actually very capable, I had back then my own Sharp Zaurus PDA running a full Linux system on an Intel ARM chip and I loved it. Great performance and great battery life.

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