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Intel announces retirement of Pat Gelsinger

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Re: Intel announces retirement of Pat Gelsinger

#31

This is not good. We already know what happened when CFO took over. It was a time when Intel totaly lost control. They are gona get bought for penies. OMG Instead of saying to AMD they will be in the rearview mirror, they should have been paranoid. Not do stupid GPUs. and destroy others where it mattered

The GPUs seemed smart. Too late, and timid, but smart. What continually blew my mind was Intel's chiplet strategy. While AMD was making scads of a single chiplet and binning the best for Epyc and recovering cost at the low end with Ryzen, Intel designed and fabricated a dizzying number of single-purpose chiplets. In some cases, just the mirror image of another otherwise identical chiplet. The mind boggles. What pheno…

Same with the general preparedness for the AGI Cambrian explosion. Give their position, they should have been able to keep pace with Nvidia beyond the data center, and they fumbled it.

Their purported VRAM offerings for Battlemage are also lower than hoped for, which is going to be a turnoff to many buying for local inference.

I think we have too many decision-makers gunshy from crypto mining that haven't yet realized that compute isn't just a phase.

Re: Intel announces retirement of Pat Gelsinger

#32
post #7

> Intel Corporation (NASDAQ: INTC) today announced that CEO Pat Gelsinger retired from the company after a distinguished 40-plus-year career and has stepped down from the board of directors, effective Dec. 1, 2024 Is it a "he retired" or a "we retired him"?

If it were a planned, age-related retirement, it would've been announced half a year to a year ahead, no?

Re: Intel announces retirement of Pat Gelsinger

#33

Difficult to see how this is anything other than a failure. I had high hopes when Gelsinger returned, but it seems that BK had done too much damage and Gelsinger didn't really get a grip on things. One of the things I heard that really highlighted the failure of this recovery was that BK had let Intel balloon in all sorts of ways that needed to be pared back and refocused, but head count under Gelsinger didn't just s…

They have made too many bad choices, and everyone else has been eating their lunch for the last few years. They are a non-factor in the mobile space where ARM architectures dominate. They are a non-factor in the GPU market where NVDA dominates ahead of AMD. They were focused heavily on data centres and desktop/laptop CPUs where ARM is also increasingly making inroads with more efficient designs that deliver comparable performance. They are still struggling with their fab processes, and even they don't have enough money to make the investment needed to catch back up to TSMC. There is a good reason that even Global Foundries has given up on the bleeding edge some time ago.

They are in a deep hole, and it is difficult to see a future where they can restore their former glory in the foreseeable future.

Re: Intel announces retirement of Pat Gelsinger

#37
post #7

> Intel Corporation (NASDAQ: INTC) today announced that CEO Pat Gelsinger retired from the company after a distinguished 40-plus-year career and has stepped down from the board of directors, effective Dec. 1, 2024 Is it a "he retired" or a "we retired him"?

Why does it matter? Let him have his dignity either way.

Re: Intel announces retirement of Pat Gelsinger

#39

This is not good. We already know what happened when CFO took over. It was a time when Intel totaly lost control. They are gona get bought for penies. OMG Instead of saying to AMD they will be in the rearview mirror, they should have been paranoid. Not do stupid GPUs. and destroy others where it mattered

>They are gona get bought for penies.

No they aren't - much like Boeing, at this point they are considered a national security asset.

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