News Intel GPUs - we've given up on B770, where's Celestial already

[gdansk]

With handhelds now becoming mainstream

Where❓

 

[DavidC1]

I disagree. With handhelds now becoming mainstream, iGPUs are just as important as dGPUs now especially for low power gaming.

This is why history rhymes as they say. Same mistakes happen over and over and over again. Everyone has to learn on their own.

Intel had zero reason to not do better with 80% marketshare. Yet they did not. Cause they had nobody pushing them. If they are not selling it direct, then it doesn't matter. Even with Xe3 on Pantherlake, it'll be a nice addon to the CPU for most people.

 

[poke01]

Where❓

You can buy PC handhelds in normal non-PC oriented electronic chains in Australia. It wasn’t the case until 2023 that this happened.

Before it was just PC stores selling Chinese pc handhelds at huge markups.

 

[regen1]

I always enjoy TAP talks. ARC is improving fast.

Yeah

@ 38:18

Um, we're we're going to be focusing much more on handheld and notebook style. I know Nvidia's kind of uh doing discrete desk, you know, kind of and you know, who knows? Yeah, who knows? Well, who knows? They they they made an investment. They did.

It's sort of casual conversation but seriously if they don't try gaming/PRO dGPUs with Xe3p it will potentially hurt driver/software development and adoption for gaming, Pro, AI/ML, etc. The learning towards dGPU platform/physical design too halts/falls behind. Integrated GPU development is good but dGPU and Halo type SKUs could help along the way.

It's just like the fab utilization argument. Intel needs to move products back to their fab as fast as possible.

Seems like more tiles/products in the upcoming products could be moved to use TSMC than previously planned. Let's see.

 

[DAPUNISHER]

It's sort of casual conversation but seriously if they don't try gaming/PRO dGPUs with Xe3p it will potentially hurt driver/software development and adoption for gaming, Pro, AI/ML, etc. The learning towards dGPU platform/physical design too halts/falls behind. Integrated GPU development is good but dGPU and Halo type SKUs could help along the way.

Tan's 50% gross margin edict. Outsourcing production. ARC having a negative ROI. Nvidia having 90% of the market. Doesn't paint a pretty picture. Does Tan&Co. have the vision to stay the course, and keep investing in discrete graphics? Or do they tap out? Man would Tom love to say he called it years ago, Celestial would be when you could put a fork in discrete ARC.

 

[regen1]

Tan's 50% gross margin edict. Outsourcing production. ARC having a negative ROI. Nvidia having 90% of the market. Doesn't paint a pretty picture. Does Tan&Co. have the vision to stay the course, and keep investing in discrete graphics? Or do they tap out?

We'll know if some dGPUs(not counting inference accelerators like stuff) or Halo SKUs(if not NVL-AX may be next gen) are launched with their next Gen IPs.
Nvidia-deal picture would become clearer later.
(They could still release more gaming B-series(G31 based) SKUs and it could may be create some splash but it's sort of late)

In the meanwhile, G31 support added in Open Image Denoise 2.4

Intel® Open Image Denoise