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Intel announces retirement of Pat Gelsinger

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Re: Intel announces retirement of Pat Gelsinger

#451

Post by wetpaws »

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.

[dead]

Re: Intel announces retirement of Pat Gelsinger

#452

Post by centiromi »

cwoolfe wrote: post #373
centiromi wrote: post #275

Does Nvidia use Intel foundry? No. Does Apple use Intel foundry? No. The two largest fabless companies in the world never used, and have no plans to use Intel foundries. "Intel foundry" as a service is a fiction, and will remain so. Intel can't get others to use their weird custom software tooling.

Amazon AWS said they'd use the hypothetical Intel foundry to fab their chips. https://press.aboutamazon.com/aws/2024/9/intel-and-aws-expan...

The AWS deal is not a "Foundry win" in the true sense. It is still a chip designed and built by Intel for AWS: custom Xeon chip and custom Intel Clearwater Forest AI chip.

Unlike true foundries which manufacture chips designed by customers.

Re: Intel announces retirement of Pat Gelsinger

#453

Post by bionade24 »

Plenty of people here talk about the mistakes from Intel CEOs. But do they really have so much influence over the success of new production lines? Or is this maybe caused by some group of middle-management that backed each other's ass the last 10 years? How high is the possibility that the production problems with new nodes are mostly bad luck? I haven't seen anything trying analyse and quantise those questions.

Re: Intel announces retirement of Pat Gelsinger

#454

Post by dreamcompiler »

Kon-Peki wrote: post #268

It seems really strange to me that the CEOs of two major companies have announced immediate retirements on the same day (the other being Carlos Tavaris of Stellantis).

I'm more surprised about Gelsinger than Tavares. Gelsinger seemed to have a viable plan going forward, even if progress was slow.

But Tavares has been doing a terrible job for the past year: New Jeep inventories stacking up on dealer lots for over a year, mass layoffs, plant closings, unreliable cars, and no meaningful price reductions or other measures to correct the situation. You couldn't pay me to take a new Jeep or Ram truck right now.

Re: Intel announces retirement of Pat Gelsinger

#455

Post by efitz »

Dear Intel Executive Search Team,

Hi! CEOing has always been a hobby of mine, but with the recent news, I thought this would be a great opportunity for us to synergize.

Sure, I don’t have much experience in the chip making world but I did buy a Pentium when I built my own computer. I also have never run a multinational company but I visited several other countries on a Disney cruise.

Let me lay it out- you would get a dynamic new CEO at a fraction of the going market rate, and I’d get to take my Chief Executiving skills to the next level.

Let’s do this together!

You can reply here and let me know if you’re interested.

Re: Intel announces retirement of Pat Gelsinger

#456

Post by 999900000999 »

nine_k wrote: post #429
paxys wrote: post #418

The CEO of a public company is a glorified cheerleader. Doing the right things is half the job, convincing people you are doing the right things is the other half. Considering Intel's share price dropped 61% under Gelsinger's tenure, no matter the work he did towards the first half, it's pretty clear he thoroughly failed at the second. They desperately need someone who will drive back investor confidence in the compa…

Intel has no GPU. Intel has no mobile processors / SOCs. These seem to be the drivers of growth nowadays. And their CPUs have hard time competing with AMD now. I'm not sure that the 3 years which Geslinger had were enough to turn the tide.

>Intel has no GPU.

I own one, Arc isn't the best, but it's still able to compete with lower end Nvidia and AMD GPUs. They ended up having to mark them down pretty drastically though.

I actually owned an Intel Zenphone about 8 years ago. Aside from being absolutely massive, it was decent.

I think Intel got arrogant. Even today, with all the benchmarks showing Intel isn't any faster than AMD, Intel is still more expensive for PC builds.

Check Microcenter, at least in the US, the cheapest AMD bundle is 299 vs 399 for Intel.

They're lagging behind in every metric.

Re: Intel announces retirement of Pat Gelsinger

#457

Post by epolanski »

microtonal wrote: post #401
epolanski wrote: post #347

Earlier quoted context omitted.

> The moat of the two companies together would give the new combined company plenty of time to ramp up their fabs. Doubt. Neither of the companies is particularly competitive on either processor or GPU architecture nor fabrication. A merger of those entities looks like nothing but a recipe for further x86 stagnation and an even quicker death for the entities involved imho. In particular I cannot see what's good in it…

A Broadcom/Apple takeover of Intel sounds much more reasonable. Out of curiosity, what would make Intel interesting to Apple? Apple already acquired Intel's modem business and they have their own CPU and GPU.

I think Apple has the cash, culture and management to make the fabs work.

But I'm just speculating.

Re: Intel announces retirement of Pat Gelsinger

#458

Post by mrguyorama »

BadHumans wrote: post #379
tiahura wrote: post #351

Earlier quoted context omitted.

How long would you give him to run it into the ground?

I'm not sure but from the outside it seems his biggest sin was not clearing out the executives that let the rot get to this point to begin with.

How is 3 years not enough time to dump some mediocre middle management?

Re: Intel announces retirement of Pat Gelsinger

#459

Post by grahamj »

vlan0 wrote: post #235
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…

>I feel like this is a mistake. Pat's strategy is aggressive but what the company needs. He's also 63. Has plenty of money to survive the rest of his life. Has eight grandchildren. There's so much more to life than business. What's to say he doesn't want to simply enjoy life with more connection and community to loved ones around him?

> What's to say he doesn't want to simply enjoy life

News: https://www.cnbc.com/2024/12/02/intel-ceo-pat-gelsinger-is-o...

Intel CEO Pat Gelsinger ousted by board

Re: Intel announces retirement of Pat Gelsinger

#460

Post by KerrAvon »

steveBK123 wrote: post #415
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…

One argument I've hard in favor of the split is this: If you are AMD/NVDA/other top player, do you want to send your IP to an Intel owned fab for production? At least in theory, a fully independent, split/spun out standalone fab removes this concern. That said - what does Intel have to offer the top players here? Their fabs are being state of the art. And what's the standalone value of post-spin fabless Intel if thei…

Eh, firewalls can be made strong enough, at least for some things. A software parallel is: you are Apple / Facebook, do you use Azure and/or AWS? I wouldn't, if it were me, but they do.
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