Discussion Intel current and future Lakes & Rapids thread

[inquiss]

Relying on brand loyalty only, I would presume? Surely someone has a reason, and Tan probably had to ultimately approve it, so there must be a reason.

Could contracts lock companies into buying from the vendor what's on the roadmap? So they have to buy the 16ch platform. I have no idea how that part works.

Could they just bot have enough good people to design and validate both platforms? Seems dumb too.

Can't think of a reason.

 

[jpiniero]

Could they just bot have enough good people to design and validate both platforms? Seems dumb too.

Obviously they would cancel the 16 over cancelling the 8 if it was a resource issue.

 

[adroc_thurston]

Obviously they would cancel the 16 over cancelling the 8 if it was a resource issue.

Not really because this is where politics gets in play.

 

[Kepler_L2]

Could contracts lock companies into buying from the vendor what's on the roadmap? So they have to buy the 16ch platform. I have no idea how that part works.

Could they just bot have enough good people to design and validate both platforms? Seems dumb too.

Can't think of a reason.

Maybe it's a margins thing

[News] Intel Reportedly Demands 50% Margins for New Products in Profitability Push

Intel's new CEO, Lip-Bu Tan, has been working to turn the company around. According to Tom’s Hardware, Intel has stopped approving new projects unless...

www.trendforce.com

DMR-SP probably couldn't be competitive vs Venice SP8 at 50%+ margins, so they decided to cancel it instead of dragging company margins down.

 

[jpiniero]

Not really because this is where politics gets in play.

So they'll make enough Diamond-AP so send out to reviewers but since nobody will actually buy it, there won't be need to produce much?

They can't cancel everything; "Investors" will freak out.

 

[DrMrLordX]

High margins with near-zero volume is the wrong move.

 

[Tigerick]

CFO said:

But in admitting that it will take a “multi-year process” for Intel to make big competitive moves in the business, Zinser said the company’s upcoming “Diamond Rapids” server product line due for launch next year “doesn’t get us quite there.”

“In certain cases the performance is actually better, but in other cases it’s not. And so we’ve got more work to do to finally get to a place,” he said.

Zinsner called the successor to “Diamond Rapids,” code-named “Coral Rapids,” the “real opportunity” that will let Intel “take a really good step forward.”

Without SMT, DMR does not compete up to Venice SP8 32x4=128c/256T. Let's hope Intel speed up the launching of Coral Rapids which supposedly fabbed by 18A-P node.

 

[511]

CFO said:


Without SMT, DMR does not compete up to Venice SP8 32x4=128c/256T. Let's hope Intel speed up the launching of Coral Rapids which supposedly fabbed by 18A-P node.

DMR us 256C/256T