I am curios , given the organization structure updates intel announced yesterday, in your opinion how likely is it for intel to execute on the falcon shores concept within 3 years from now? is that moving the needle ?
I think there's basically no chance we'll see Falcon Shores before 2026. My reading of that announcement is that the entire AXG org got demoted to a subsidiary of DCAI, and I think that's a mistake in the long run, and/or likely something that they revert in the future. By contrast, NEX seems to be very successful as an independent, self-contained entity.
Even more interesting is Raja. They say he's going back to the "Chief Architect" role, but it's entirely different. Raja used to have all of the graphics, software, and some miscellaneous other teams under himself as "Chief Architect". Then that got narrowed down to mostly just graphics (ok, sensible enough). Now he doesn't seem to lead anything. I can't help but wonder what his future is at Intel. In particular, I question why they published this news publicly in the first place. Intel doesn't do that for every major reorg, so my gut feeling is there must be some politics at play.
But to answer your actual question, I consider this neutral to slightly negative for Falcon Shores, and remain firm in my belief that we won't see it till 2026-27.