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Discussion Intel's past, present and future

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Thunder 57 said:
I thought maybe it had to do with per core software licensing.
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In house ARM solutions are the cheap with good enough performance solution. If you need more performance, AMD's dense (or 'c') core line offer significantly better performance with the same or more cores. Even for compatibility plays, AMD's dense line is extremely competitive if not a better solution in most cases. That doesn't leave a lot of space for Intel's E core chips.
 
oak8292 said:
Amazon has said that over 50% of their cloud capacity over the past two years has been Graviton processors.
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Yea, this fits the overall picture. Due the price/perf of "AWS *g" it doesn't make much sense to run on x86. Even more so for AWS-managed services (RDS, Lambda, Kafka, etc.).
 
DrMrLordX said:
Okay but that's only one (admittedly large) cloud provider. What's that in terms of the total market? Not 50%.
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Amazon has 30% market in cloud per one analysis so that is about 15% of total market.

However I think the bigger picture is that cloud is also moving towards specialization, E vs. P and ‘accelerators’ for specific loads. This isn’t just AI and GPUs, TPUs and Inferentia. I think the highest volume chip that AWS makes is Nitro which is a DPU for every server. I think all the cloud providers now have DPUs.

Google has VPUs which has offloaded all of their video processing for Youtube.

Apple is starting up their cloud services based on Apple silicon.

The Chinese cloud providers are moving to RISC-V. Alibaba is on their third iteration of RISC-V.

Cloud provides an economy of scale to try new things.
 
oak8292 said:
Amazon has 30% market in cloud per one analysis so that is about 15% of total market.
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Okay, thanks for putting a number on it. That kind of market squeeze would explain why Sierra Forest in particular is in trouble. It might also explain the rumours that Clearwater Forest may be the last of its kind.

oak8292 said:
The Chinese cloud providers are moving to RISC-V. Alibaba is on their third iteration of RISC-V.
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Has any of this hardware been benchmarked?
 
DrMrLordX said:
Okay, thanks for putting a number on it. That kind of market squeeze would explain why Sierra Forest in particular is in trouble. It might also explain the rumours that Clearwater Forest may be the last of its kind.



Has any of this hardware been benchmarked?
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Chips and Cheese did an article about the first one, the 910 and it didn’t fair well.

old.chipsandcheese.com

Alibaba/T-HEAD’s Xuantie C910

T-HEAD is a wholly owned subsidiary of Alibaba, one of China’s largest tech companies. Over the past few years, T-HEAD has created a line of RISC-V cores. Alibaba seems to have two motivation…
old.chipsandcheese.com old.chipsandcheese.com

The third gen 930 was just released.

www.tomshardware.com

Alibaba launches RISC-V-based XuanTie C930 server CPU — AI/HPC chip ships this month, more designs to follow

Alibaba seeks to capitalize on its previous cloud-server CPU success.
www.tomshardware.com www.tomshardware.com
 
Those are even worse than Small Huawei Out of Order Core.. and that thing is even better than A520!

That is a big issue to notice.
 
Hitman928 said:
Pretty notable as this is the former board member who resigned after being critical of how Intel was/is run and butting heads with Gelsinger.
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Yup, I was just reading about that. It seems he was in favor of more layoffs. From August 27th, 2024 after he left the board:

To Tan and some former Intel executives, the workforce appeared bloated. Teams on some projects were as much as five times larger than others doing comparable work at rivals such as Advanced Micro Devices, according to two sources. One former executive said Intel should have cut double the number it announced in August years ago.

Tan has told people he believed Intel was overrun by bureaucratic layers of middle managers who impeded progress at Intel’s server and desktop chips divisions and the cuts should have focused on these people.
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article
 
GTracing said:
Yup, I was just reading about that. It seems he was in favor of more layoffs. From August 27th, 2024 after he left the board:


article
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Well, looks like more pain ahead before growth, but at least Lip-Bu wants to cut out the unnecessary middle managers. Intel is simply bloated and cannot pivot or react fast enough.
 
GTracing said:
Intel announces Lip-Bu Tan as new CEO, effective March 18th.

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Very funny development since the BoD didn't listen to him while he was part of it, so what will be the change when he's CEO? The BoD ended up firing Pat without base in reality, it will eventually do the same with LBT. Let's see what he manages to change until then (changes visible right away since we can't expect the Intel BoD to be able to look further than one quarter).
 
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moinmoin said:
Very funny development since the BoD didn't listen to him while he was part of it, so what will be the change when he's CEO? The BoD ended up firing Pat without base in reality, it will eventually do the same with LBT.
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Board was on Pat's side until they realized that all Pat's predictions were BS and the company was going bankrupt. Now they are crawling with their tails between their legs back to Lip-Bu.
 
moinmoin said:
Very funny development since the BoD didn't listen to him while he was part of it, so what will be the change when he's CEO? The BoD ended up firing Pat without base in reality, it will eventually do the same with LBT.
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Pat was spending money he didn't have in hopes of beating TSMC. LBT is going to aggresively cost cut and make the company profitable, even if it means being uncompetitve for the forseable future. He's the Intel version of Rory Read.
 
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