
“No Quick Fixes” As Intel Losses And Restructurings Continue
Intel’s new chief executive officer, Lip-Bu Tan, has his work cut out for him, just like his predecessor, Pat Gelsinger, did several years ago. …
Intel’s new chief executive officer, Lip-Bu Tan, has his work cut out for him, just like his predecessor, Pat Gelsinger, did several years ago. …
If Intel hopes to survive the next few years as a freestanding company and return to its role as innovator, it can not afford to waste its time and it cannot afford to make any more mistakes. …
A few years back, when Intel went up on the rocks with its CPU and GPU designs largely because its chip research and manufacturing did not keep pace with the manufacturing and packaging advances made by foundry rival Taiwan Semiconductor Manufacturing Co, we said that we were rapidly moving towards a world where Intel might have 40 percent of the CPU market, AMD might have 40 percent, and Arm and RISC-V would fight over the remaining 19 percent and 1 percent remaining for other exotic datacenter compute engine chippery. …
There is little question that generative AI as well as other kinds of machine learning are going to augment applications in every industry and in every part of the application stack in the coming years. …
When it comes to a lot of high performance computing systems we have seen over the decades, we are fond of saying that the hardware is the easy part. …
When Intel announced its “Falcon Shores” project to build a hybrid CPU-GPU compute engine back in February 2022 that allowed the independent scaling of CPU and GPU capacity within a single socket, it looked like the chip maker was preparing to take on rivals Nvidia and AMD head on with hybrid compute motors, which Intel calls XPUs, AMD calls APUs, and Nvidia doesn’t really have if you want to be strict about what its “superchips” are and what they are not. …
One of the reasons why Intel can even think about entering the GPU compute space is that the IT market, and indeed just about any market we can think of, likes to have at least three competitors. …
When you get to the place where Intel is at in datacenter compute, you cannot dictate terms to customers. …
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