News Intel 3Q21 Results

[Hitman928]

Intel EPS beats by $0.60, misses on nnon-gaap revenue

Intel (INTC): Q3 Non-GAAP EPS of $1.71 beats by $0.60; GAAP EPS of $1.67 beats by $0.61.Non-GAAP Revenue of $18.1B (-1.1% Y/Y) misses by $170M.Shares -3.6%.Press Release Achieved...

seekingalpha.com

• EPS beat by $0.60
• Revenue very slight miss by $170M
• Guidance: Raising full-year 2021 EPS and gross margin guidance. Now expecting GAAP EPS of $4.50 and non-GAAP EPS of $5.28 from prior guidance of $4.80 vs. $4.11 consensus. and GAAP gross margin of 55% and non-GAAP gross margin of 57%.
• Q4 Guidance: Revenue of $18.3B vs. $18.26B consensus, EPS of $0.90 vs. $0.94 consensus.
• Q4 gross margin guidance weak at 51.4% compared to 56% Q3.

Edit:
Revenues

	3Q21​	Relative 2Q21​	Relative 3Q20
CCG​	$9.7B	96%	98%
DCG​	$6.5B	100%	110%
IOTG​	$1.0B	101.6%	154%
Mobileye​	$326M	99.7%	139%​

 

[TheELF]

The 2020 Mac Mini Unleashed: Putting Apple Silicon M1 To The Test

www.anandtech.com

On Windows 11 you can now emulate x64. Snapdragon was pretty slow, and that is partly because the CPU cores just weren't up to it. Nuvia have brought in all new custom server-class CPU cores, which should make them much, much faster.

Just saying but geekbench is a cross platform benchmark to begin with which means that it could be using code that is generic and can easily run on all supported CPUs.
We don't even know if it checks for the CPU during runtime and adjusts accordingly even if you run the x86 exe on arm or vice versa, it's not untypical for apps to have a different launcher but then all other files to be the same.

 

[NTMBK]

Just saying but geekbench is a cross platform benchmark to begin with which means that it could be using code that is generic and can easily run on all supported CPUs.
We don't even know if it checks for the CPU during runtime and adjusts accordingly even if you run the x86 exe on arm or vice versa, it's not untypical for apps to have a different launcher but then all other files to be the same.

It's cross platform code, but it has been compiled for x86. The Mac is taking that x86 machine code, converting it into ARMv8 machine code, and then executing that.

 

[Doug S]

How do you know they weren't happy working for Apple? Maybe they just wanted a bigger payout, which is what founding members of the company presumably just got.

Well based on the press reports at the time, GW III and friends wanted to do a server CPU, Apple wasn't interested, so they left and founded their own company focused on designing an ARM server CPU. So maybe "not happy working for Apple" isn't the correct way to say it, more "not happy with the direction Apple was giving them about what to design". If those reports are true, I don't see him and those he brought with him from Apple being any more happy about the direction Qualcomm gives them about what to design if like Apple they are also uninterested in servers.

If they wanted a bigger payout, they have no reason to stick around at Qualcomm once their lockup expires, so it doesn't make much difference which scenario is true. I just don't see them sticking around past that date if Qualcomm isn't entering the server market.

I'm still kind of annoyed by Apple's decision here, as even before Apple announced M1 and ARM Macs were just a rumor I thought Apple could leverage the solution they would use for the Mac Pro in servers. Not to sell on the open market, but to use in their own cloud. That would be cheaper than building systems around someone else's CPUs, help amortize the NRE associated with the higher end ARM Mac designs, and would have kept GW III and friends around.

Though since cloud servers don't require a lot of cores per system but instead a lot of cores per rack, they wouldn't need to even do something comparable to what the Mac Pro will get. They could build "servers" (more of a line card plugging into a chassis like UCS) around a single M1 Max and probably manage 2000 - 4000 cores per rack at current rack power density levels - depending on how much RAM they'd need and whether they'd have to swap LPDDR for DIMMs to reach it. So maybe they are/will still do their own servers, just not with something solely targeted at servers like GW III reportedly wanted them to do.

 

[DrMrLordX]

That's not times are-a-changin, that's the basic idea behind creating risc, make a CPU that has "less" (only those you need) instructions and executes those in a single cycle, hence making it more efficient and faster but only in the instructions that it has natively.

That has nothing to do with anything I posted, at all.

The only reason for using ARM is because smartphone batteries aren't good enough yet to support real CPUs, and servers basically the same they can't use as much power as they want to.

So A15 isn't a real CPU??? And what do you mean, servers can't use as much power as they want to. Look at the server CPU TDPs in the x86 world. They're extremely high. For enough compute power/thread parallelism, datacentres and cloud admins are willing to cough up more than 300W per socket. High-end Ampere Altra MAX systems with 128c can chew up some pretty good power, too.

What does any of this commentary mean?

If they wanted a bigger payout, they have no reason to stick around at Qualcomm once their lockup expires, so it doesn't make much difference which scenario is true. I just don't see them sticking around past that date if Qualcomm isn't entering the server market.

Money talks, BS walks. Yeah maybe if they're flush with cash they'll just retire, but the writing on the wall should be clear to anyone that founded Nuvia: you either join one of the off-the-shelf Neoverse efforts (Amazon, MS, Google) or you look for a buyout. The idea that Nuvia's principles wanted to work on ARM server CPUs and nothing else is not entirely plausible when it's clear they wanted to get snapped up, and they allowed themselves to be bought by the company that killed Centriq.