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Intel announces retirement of Pat Gelsinger

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Re: Intel announces retirement of Pat Gelsinger

#251

Post by lucianbr »

Cumpiler69 wrote: post #62
Workaccount2 wrote: post #57

Earlier quoted context omitted.

Intel just has to make a decent/mediocre GPU with 64GB+ memory at a $500 price point and they will instantly become the defacto local transformer leader. It's a true "build it and they will come" situation. Undercut the big boys with affordable on-prem AI.

>Intel just has to make a decent/mediocre GPU with 64GB+ memory at a $500 price point and they will instantly become the defacto local LLM leader Intel should have appointed people form the HN comment section as their CEO, as they clearly know more about running a giant chip design and fabrication company than the guy who worked there for 10+ years.

Who knows. The same reply could have been written to someone opining that Kodak should pivot to digital cameras.

We can't see the future, but neither can CEOs, no matter how well paid and respected they are.

After all the current CEO is being ousted, so obviously he didn't do the right things despite being a CEO.

Re: Intel announces retirement of Pat Gelsinger

#252

Post by Night_Thastus »

leeman2016 wrote: post #76

Is it just me or the latest chips from Intel look relatively better? I meant the Ultra Core 1 and 2.

More power efficient, yes. "Better" no. They're objectively slower than the 14th gen, which is pretty pathetic for a new CPU release.

Re: Intel announces retirement of Pat Gelsinger

#253

Post by ghaff »

sokoloff wrote: post #177
csdreamer7 wrote: post #105

Earlier quoted context omitted.

Pretty much fair game for speculation. The only way this is not bad for the tech industry was if he resigned due to medical or age reasons. That would not be unexpected. Doubtful that is the issue with Intel's track record. Curious when we will know if 18A is competitive or not. > If 18a is not ready I think the best case scenario for Intel is a merger with AMD. The US Govt would probably co-sign on it for national s…

This does not seem orderly/planned enough to be simple age-related.

I tend to agree. He's not outside the window where someone might choose to retire. But no named permanent successor? Retiring immediately? Tend to speak to a fairly sudden decision.

Re: Intel announces retirement of Pat Gelsinger

#254

Post by hedora »

CuriousCosmic wrote: post #92
KeplerBoy wrote: post #86

Earlier quoted context omitted.

Why would the US govt allow a merge with AMD? Sure they won't allow Intel to be bought by a foreign company, but surely everyone would much rather see Intel being bought by literally any other company than AMD and Nvidia.

Maybe they'll sell Intel to Northrop Grumman /hj

Probably should add GMC in there.

I heard they’re building a iOS / android replacement. Think of the vertical integration!

I’m picturing a boot-looping cargo plane full of hummers dropping like a stone — doesn’t get much more vertically integrated than that. Think of all the layers they can eliminate.

Re: Intel announces retirement of Pat Gelsinger

#255

Post by bell-cot »

KETHERCORTEX wrote: post #197
KeplerBoy wrote: post #147

Earlier quoted context omitted.

And everyone would rush to migrate away from x86. Having a sole supplier for CPUs is a bad strategy.

Yet everyone is okay with a de-facto single supplier of CUDA capable AI GPUs.

Outside of Nvidia, nobody is okay with that.

Re: Intel announces retirement of Pat Gelsinger

#256

Post by mort96 »

kllrnohj wrote: post #70
this_user wrote: post #33

Earlier quoted context omitted.

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 comparabl…

> where ARM is also increasingly making inroads with more efficient designs that deliver comparable performance. ARM isn't doing any such thing. Apple & Qualcomm are, though. ARM itself if anything looks weak. Their mobile cores have stagnated, their laptop attempts complete failures, and while there's hints of life in data center it also seems mediocre overall.

This feels a bit pedantic. ARM-the-CPU-architecture is increasingly making inroads with more efficient designs that deliver comparable performance to Intel's x86 chips, thanks to Apple and Qualcomm. ARM-the-holding-company is not doing that, they just make mediocre designs and own IP.

Re: Intel announces retirement of Pat Gelsinger

#257

Post by chasil »

MPSimmons wrote: post #140
etempleton wrote: post #64

I feel like this is a mistake. Pat's strategy is aggressive but what the company needs. Intel's stock is jumping at this announcement, but I look at it as a bad signal for Intel 18a. If 18a was looking to be a smash hit then I don't think Pat gets retired. If 18a is a success then it is an even more short-sighted decision by the board. What this likely means is two-fold: 1. Intel 18a is being delayed further and/or t…

>the best case scenario for Intel is a merger with AMD Oh man, the risk in that is extreme. We are moving away from x86 in general, but wow, that's... a big jump in risk.

And really, AMD spun off Global Foundries. AMD doesn't want to run a fab.

Does this mean that Intel's fabs should split for Global Foundries, and the Intel design team should go to AMD?

Re: Intel announces retirement of Pat Gelsinger

#258

Post by layer8 »

xbar wrote: post #153
phkahler wrote: post #94

Earlier quoted context omitted.

>> If 18a is not ready I think the best case scenario for Intel is a merger with AMD. Aside from the x86 monopoly that would create, I don't think Intel has much of value to AMD at this point other than the fabs (which aren't delivering). IMHO if Intel is failing, let them fail and others will buy the pieces in bankruptcy. This would probably benefit several other companies that could use 22nm and up fab capacity and…

I'd like to address the aside for completeness' sake. An x86 monopoly in the late 80s was a thing, but not now. Today, there are sufficient competitive chip architectures with cross-compatible operating systems and virtualization that x86 does not represent control of the computing market in a manner that should prevent such a merger: ARM licensees, including the special case of Apple Silicon, Snapdragon, NVIDIA SOCs…

X86 is more than just the ISA. What’s at stake is the relatively open PC architecture and hardware ecosystem. It was a fluke of history that made it happen, and it would be sad to lose it.

Re: Intel announces retirement of Pat Gelsinger

#259

Post by etempleton »

mcintyre1994 wrote: post #247
etempleton wrote: post #121

Earlier quoted context omitted.

They would have at least 5 years to figure it out before ARM becomes viable on desktop assuming there continues to be movement in that direction. There is so little incentive to move away from x86 right now. The latest Intel mobile processors address the efficiency issues and prove that x86 can be efficient enough for laptops. IT departments are not going to stop buying x86 processors until they absolutely are forced…

> They would have at least 5 years to figure it out before ARM becomes viable on desktop assuming there continues to be movement in that direction. What's this based on? Surely the proportion of desktops that need to be more powerful than anything Apple is doing on ARM is very small. And surely Apple isn't 5 years ahead?

It is less about the development of ARM on desktop and more about software support. Most apps on Windows are still emulated. Some will not work at all. Games are kind of a mess on ARM. A ton of security software that IT departments require are only going to work x86. Businesses run legacy custom applications designed for x86. Some major applications still run on emulation only and are therefore slower on ARM.

Apple can force the transition. It is not so straightforward on Windows/Linux.

Re: Intel announces retirement of Pat Gelsinger

#260

Post by Cumpiler69 »

Workaccount2 wrote: post #232
mnau wrote: post #208

Earlier quoted context omitted.

> ..open source AI tooling for it will start sprouting... AMD has tried this for many of its technologies and I don't think it is working. Granted, they suck at open sourcing, but a shitload of it was open sourced. See TinyGrad voyage into the Red Box driver (streams on youtube).

Intel doesn't have to open source anything. People will build everything needed to run intel cards efficiently as there is currently zero options for affordable video cards with high memory. It's either old slow Tesla cards with 48GB or $2000 nvidia cards with 24GB.

> People will build everything needed to run intel cards efficiently as there is currently zero options for affordable video cards with high memory.

I think you're overestimating what people can and will do.

Nvidia didn't succeed because it just launchend cards and let people write CUDA for them. Nvidia is where it is because it has an army of researchers and SW engineers developing the full stack from research papers, to frameworks, to proofs of concepts, showing customers the value of paying for their pricey HW + SW, most of it proprietary, not community developed.

"People" alone won't be able to get even 10% there. And that's ignoring the fact that Nvidia HW is not FOSS so they'd be working blind.

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